Filed November 11, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $630,525 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $36,840 |
FINANCIAL ENGINES3 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $29,573 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $14,541 |
SIKICH LLP1 year Service code 16 · EIN 36-3168081 | Consulting | $9,708 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $6,378 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,081 | $101,517-73.3% | $453,369-94.0% | $101,517-73.3% |
| Participation rate | 83.6% | 74.6%+9.0pp | 78.0%+5.6pp | 74.6%+9.0pp |
| Annual return | 14.90% | 21.00%-6.1pp | 64.40%-49.5pp | 21.00%-6.1pp |
| Employer contribution / active EE | $984 | $2,973-66.9% | $4,070-75.8% | $2,973-66.9% |
| Participant deferral / active EE | $2,065 | $4,873-57.6% | $6,209-66.7% | $4,873-57.6% |
| Admin fee / account holder | $79 | $139-43.6% | $11,209-99.3% | $139-43.6% |