Filed July 6, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SEVEN SIMPLE MACHINES1 year Service code 15 · EIN 20-4028622 | Recordkeeping | $208,235 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $185,000 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $56,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$196,123 |
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 | $148,739 | $49,270+201.9% | $156,551-5.0% | $329,111-54.8% |
| Participation rate | 45.3% | 68.1%-22.8pp | 84.0%-38.7pp | 67.9%-22.6pp |
| Annual return | 20.36% | 23.25%-2.9pp | 32.23%-11.9pp | 16.35%+4.0pp |
| Employer contribution / active EE | $5,560 | $1,534+262.4% | $5,501+1.1% | $2,303+141.4% |
| Participant deferral / active EE | $6,691 | $2,920+129.2% | $4,871+37.4% | $3,682+81.7% |
| Admin fee / account holder | $127 | $51+150.4% | $13,028-99.0% | $754-83.2% |