Filed January 15, 2019
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| Provider | Service type | Compensation |
|---|---|---|
SHEPARD SCHWARTZ & HARRIS LLP1+ years Service code 10 · EIN 36-1220454 123 N WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $9,300 |
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 16 · EIN 34-1213174 ONE SEAGATE, SUITE 2050 · TOLEDO, OH 43604 | Consulting | $7,485 |
FIRST MERCANTILE TRUST COMPANY1+ years Service code 15 · EIN 62-0951563 57 GERMANTOWN COURT, 4TH FLOOR · CORDOVA, TN 38018 | Recordkeeping | $4,262 |
SHERIDAN ROAD ADVISORS LLC1+ years Filed as: HUB INTERNATIONAL MIDWEST EAST Service code 27 · EIN 35-0672425 625 KENMOOR AVENUE SE, SUITE 200 · GRAND RAPIDS, MI 49546 | Advisory (Plan) | $2,984 |
Service code 27 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Plan) | $1,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,235 | $22,714-59.3% | $59,496-84.5% | $55,191-83.3% |
| Participation rate | 28.9% | 37.5%-8.6pp | 54.6%-25.7pp | 69.2%-40.3pp |
| Annual return | -3.33% | -44.01%+40.7pp | 182.05%-185.4pp | 10.78%-14.1pp |
| Employer contribution / active EE | $70 | $418-83.3% | $1,153-93.9% | $1,899-96.3% |
| Participant deferral / active EE | $344 | $843-59.2% | $1,829-81.2% | $3,046-88.7% |
| Admin fee / account holder | $183 | $83+119.7% | $2,232-91.8% | $91+101.7% |