Filed July 6, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,231,233 |
MILLIMAN, INC.4 years Filed as: MILLIMAN, INC Service code 16 · EIN 91-0675641 | Consulting | $567,642 |
SEVEN SIMPLE MACHINES5 years Service code 15 · EIN 20-4028622 | Recordkeeping | $432,761 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $173,219 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $83,117 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $61,600 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $218,636 | $66,513+228.7% | $178,510+22.5% | $106,273+105.7% |
| Participation rate | 0.0% | 73.8%-73.8pp | 81.9%-81.9pp | 70.8%-70.8pp |
| Annual return | 124.35% | 21.81%+102.5pp | 151.13%-26.8pp | 21.70%+102.7pp |
| Employer contribution / active EE | $4,173 | $1,776+135.0% | $5,011-16.7% | $2,722+53.3% |
| Participant deferral / active EE | $5,935 | $3,679+61.3% | $5,202+14.1% | $4,601+29.0% |
| Admin fee / account holder | $250 | $53+367.7% | $13,988-98.2% | $78+219.1% |