Filed July 6, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,424,611 |
MILLIMAN, INC.6 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $856,092 |
SEVEN SIMPLE MACHINES6 years Service code 15 · EIN 20-4028622 | Recordkeeping | $662,789 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $454,169 |
MERCER2 years Service code 16 · EIN 13-2834414 | Consulting | $78,959 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $61,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,494 | $68,062-12.6% | $185,854-68.0% | $106,520-44.1% |
| Participation rate | 88.6% | 75.2%+13.3pp | 81.7%+6.8pp | 71.3%+17.2pp |
| Annual return | 21.49% | 18.20%+3.3pp | 122.12%-100.6pp | 19.28%+2.2pp |
| Employer contribution / active EE | $3,907 | $1,997+95.6% | $5,169-24.4% | $2,840+37.6% |
| Participant deferral / active EE | $6,376 | $3,990+59.8% | $5,569+14.5% | $4,948+28.9% |
| Admin fee / account holder | $57 | $53+7.9% | $16,246-99.6% | $75-23.6% |