Filed November 11, 2015 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $159,642 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $54,722 |
FINANCIAL ENGINES6 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $18,926 |
SASSETTI LLC5 years Service code 10 · EIN 36-2239746 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,945 | $148,970-76.5% | $133,698-73.9% | $200,096-82.5% |
| Participation rate | 52.8% | 79.4%-26.5pp | 76.4%-23.6pp | 72.0%-19.2pp |
| Annual return | 11.28% | 27.07%-15.8pp | 580.90%-569.6pp | 34.26%-23.0pp |
| Employer contribution / active EE | $993 | $3,561-72.1% | $4,218-76.5% | $3,038-67.3% |
| Participant deferral / active EE | $1,626 | $6,140-73.5% | $7,016-76.8% | $5,090-68.1% |
| Admin fee / account holder | $125 | $144-13.4% | $6,703-98.1% | $269-53.7% |