Filed August 30, 2017 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $129,718 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $91,794 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $61,489 |
ASCENSUS LLC1+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $20,050 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,040 | $89,093+84.1% | $102,434+60.1% | $77,736+111.0% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.5%+19.4pp | 70.6%+25.4pp |
| Annual return | 16.27% | 25.03%-8.8pp | 29.46%-13.2pp | 31.26%-15.0pp |
| Employer contribution / active EE | $6,028 | $2,699+123.3% | $3,023+99.4% | $2,728+121.0% |
| Participant deferral / active EE | $7,088 | $5,147+37.7% | $5,055+40.2% | $4,651+52.4% |
| Admin fee / account holder | $546 | $236+131.6% | $9,462-94.2% | $433+26.1% |