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 | $709,984 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $35,840 |
FINANCIAL ENGINES4 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $31,909 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 36-3109431 | Consulting | $20,175 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $12,822 |
SASSETTI LLC3 years Service code 10 · EIN 36-2239746 | Accounting | $5,000 |
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 | $21,743 | $78,104-72.2% | $115,756-81.2% | $78,104-72.2% |
| Participation rate | 97.0% | 74.5%+22.5pp | 77.1%+19.9pp | 74.5%+22.5pp |
| Annual return | -16.19% | 10.90%-27.1pp | 143.14%-159.3pp | 10.90%-27.1pp |
| Employer contribution / active EE | $1,166 | $3,128-62.7% | $3,793-69.3% | $3,128-62.7% |
| Participant deferral / active EE | $2,429 | $5,089-52.3% | $6,254-61.2% | $5,089-52.3% |
| Admin fee / account holder | $86 | $79+9.0% | $8,124-98.9% | $79+9.0% |