Filed October 27, 2014
Total covered: 120 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY FIRST Service code 17 · EIN 20-5582309 | Pension Consulting | $210,014 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $153,123 |
FIDUCIARYFIRST LLC2 years Service code 27 · EIN 20-5582309 | Advisory (Plan) | $94,623 |
Filed as: ENNIS PELLUM AND ASSOCIATES CPAS Service code 50 · EIN 59-1843700 | Direct Payment | $15,500 |
BPS&M1 year Filed as: BPS AND M Service code 50 · EIN 62-0853448 | Direct Payment | $12,015 |
Filed as: TOWERS WATSON DELAWARE INC Service code 15 · EIN 53-0181291 | Recordkeeping | $10,928 |
FINDLEY1 year Service code 15 · EIN 62-0853448 | Recordkeeping | $3,823 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | 15.48% | -3.49%+19.0pp | 4.36%+11.1pp | 0.19%+15.3pp |
| Employer contribution / active EE | $0 | $17,891-100.0% | $27,383-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |