Filed April 6, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,343,527 |
PRICEWATERHOUSECOOPERS LLP4+ years Service code 10 · EIN 13-4008324 | Accounting | $77,141 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $46,605 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $8,703 |
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 that benefits due were not provided when due.
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 | $65,366 | $38,510+69.7% | $74,549-12.3% | $73,367-10.9% |
| Participation rate | 47.7% | 53.5%-5.8pp | 69.1%-21.4pp | 69.5%-21.8pp |
| Annual return | -18.33% | -0.94%-17.4pp | 32.54%-50.9pp | 173.45%-191.8pp |
| Employer contribution / active EE | $1,013 | $774+30.9% | $1,961-48.3% | $2,499-59.5% |
| Participant deferral / active EE | $1,620 | $1,421+14.0% | $3,108-47.9% | $4,033-59.8% |
| Admin fee / account holder | $66 | $52+27.3% | $5,059-98.7% | $68-3.3% |