Filed March 8, 2017 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STOEL RIVES LLP1+ years Service code 16 · EIN 93-0408771 | Consulting | $65,782 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $33,479 |
VANTAGE CONSULTING GROUP, INC.1+ years Service code 27 · EIN 54-1333680 | Advisory (Plan) | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,925 |
Filed as: CLEVELAND KEYSTONE PRESS Service code 99 4889 E 345TH ST. · WILLOUGHBY, OH 44094 | Other Fees | $7,537 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,145 | $111,064-31.4% | $67,652+12.6% | $69,651+9.3% |
| Participation rate | 65.5% | 86.0%-20.5pp | 75.7%-10.1pp | 66.6%-1.0pp |
| Annual return | 1.98% | 2.77%-0.8pp | 6625.40%-6623.4pp | 53.77%-51.8pp |
| Employer contribution / active EE | $1,490 | $3,328-55.2% | $2,266-34.2% | $2,241-33.5% |
| Participant deferral / active EE | $3,139 | $6,396-50.9% | $3,560-11.8% | $3,635-13.7% |
| Admin fee / account holder | $0 | $72-100.0% | $4,821-100.0% | $63-100.0% |