Filed January 13, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP2 years Filed as: BDO USA, PC Service code 13 · EIN 13-5381590 330 NORTH WABASH AVENUE · CHICAGO, IL 60611 | Contract Administrator | $34,395 |
Filed as: MML INVESTORS SERVICES INC Service code 55 | Other Commissions | $20,101 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 910 E ST LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $15,825 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,094 |
Filed as: MML INVESTMENT SERVICES INC Service code 55 · EIN 04-2746212 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $26,301 | $58,644-55.2% | $178,505-85.3% | $200,096-86.9% |
| Participation rate | 50.1% | 65.5%-15.4pp | 77.1%-27.0pp | 72.0%-21.9pp |
| Annual return | 13.99% | 19.25%-5.3pp | 27.16%-13.2pp | 34.26%-20.3pp |
| Employer contribution / active EE | $570 | $1,801-68.4% | $3,955-85.6% | $3,038-81.2% |
| Participant deferral / active EE | $1,706 | $4,248-59.8% | $6,280-72.8% | $5,090-66.5% |
| Admin fee / account holder | $57 | $145-61.1% | $10,428-99.5% | $269-79.0% |