Filed July 6, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 1455 SW BROADWAY STREET · PORTLAND, OR 97201 | Actuarial | $325,307 |
SEVEN SIMPLE MACHINES4 years Service code 15 · EIN 20-4028622 5429 RUSSELL AVE NW · SEATTLE, WA 98107 | Recordkeeping | $186,351 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 DEPT 0922 · DALLAS, TX 75312 | Accounting | $66,750 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,909 |
MERCER3 years Filed as: PAVILION ADVISORY GROUP Service code 16 · EIN 04-3831795 227 W. MONROE STREET · CHICAGO, IL 60606 | Consulting | $34,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $263,092 | $58,202+352.0% | $172,757+52.3% | $89,609+193.6% |
| Participation rate | 26.6% | 72.8%-46.2pp | 82.6%-56.0pp | 69.6%-43.0pp |
| Annual return | 24.31% | 61.59%-37.3pp | 803.06%-778.7pp | 33.65%-9.3pp |
| Employer contribution / active EE | $4,304 | $1,759+144.7% | $5,144-16.3% | $2,584+66.6% |
| Participant deferral / active EE | $5,897 | $3,335+76.8% | $5,198+13.4% | $4,222+39.7% |
| Admin fee / account holder | $305 | $53+479.6% | $13,956-97.8% | $72+325.2% |