Filed July 6, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $272,272 |
SEVEN SIMPLE MACHINES2 years Service code 14 · EIN 20-4028622 | Plan Administrator | $262,417 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 15 · EIN 04-3831795 | Recordkeeping | $68,518 |
KPMG LLP1 year Filed as: KPMG LLC Service code 10 · EIN 13-5565207 | Accounting | $58,760 |
ZEBRA PRINT AND COPY1 year Service code 99 701 5TH AVENUE, · SEATTLE, WA 98104 | Other Fees | $9,864 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$492,104 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,818 | $53,684+367.2% | $170,435+47.2% | $80,976+209.7% |
| Participation rate | 39.4% | 69.2%-29.8pp | 83.6%-44.2pp | 68.3%-28.9pp |
| Annual return | 12.69% | 25.97%-13.3pp | 205.94%-193.2pp | 22.91%-10.2pp |
| Employer contribution / active EE | $6,814 | $1,642+315.0% | $5,432+25.4% | $2,402+183.6% |
| Participant deferral / active EE | $8,705 | $3,017+188.6% | $4,939+76.2% | $3,848+126.2% |
| Admin fee / account holder | $151 | $46+225.0% | $13,881-98.9% | $67+123.3% |