Filed July 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $40,000 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $37,898 |
BDO USA, LLP1+ years Service code 10 P O BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $34,050 |
STROOCK & STROOCK & LAVAN1+ years Filed as: STROOCK & STROOCK & LAVIN Service code 29 180 MAIDEN LANE · NEW YORK, NY 10038 | Legal | $11,458 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,523 | $37,213+78.8% | $156,551-57.5% | $63,975+4.0% |
| Participation rate | 64.7% | 65.0%-0.2pp | 84.0%-19.3pp | 71.1%-6.4pp |
| Annual return | 11.45% | 47.89%-36.4pp | 32.23%-20.8pp | 48.65%-37.2pp |
| Employer contribution / active EE | $3,005 | $1,357+121.4% | $5,501-45.4% | $2,182+37.7% |
| Participant deferral / active EE | $6,966 | $2,070+236.5% | $4,871+43.0% | $3,356+107.5% |
| Admin fee / account holder | $84 | $56+48.9% | $13,028-99.4% | $70+19.1% |