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 | $141,500 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $54,760 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $17,307 |
FINANCIAL ENGINES5 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $11,164 |
SASSETTI LLC4 years Service code 10 · EIN 36-2239746 | Accounting | $7,250 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $5,026 |
Participant 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 | $29,606 | $136,853-78.4% | $130,298-77.3% | $80,187-63.1% |
| Participation rate | 90.4% | 81.6%+8.8pp | 76.3%+14.2pp | 72.9%+17.5pp |
| Annual return | -69.03% | 22.66%-91.7pp | 38.90%-107.9pp | 40.40%-109.4pp |
| Employer contribution / active EE | $1,585 | $3,395-53.3% | $4,128-61.6% | $2,980-46.8% |
| Participant deferral / active EE | $2,488 | $5,856-57.5% | $6,790-63.4% | $5,016-50.4% |
| Admin fee / account holder | $111 | $184-39.7% | $6,025-98.2% | $145-23.5% |