Filed October 15, 2020 (most recent of 2 filings on file)
Total covered: 606 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HARSCH INVESTMENT CORP10+ years Service code 28 · EIN 93-0402005 | Investment Management | $1,415,464 |
MERCER10+ years Service code 28 · EIN 43-1359311 | Investment Management | $743,327 |
Service code 28 · EIN 22-3849696 | Investment Management | $179,903 |
PORTFOLIO ADVISORS10+ years Service code 27 · EIN 98-0489077 | Advisory (Plan) | $141,591 |
NWPS4 years Service code 13 · EIN 91-2090931 | Contract Administrator | $138,014 |
PRISA8 years Filed as: PRISA, LP Service code 28 · EIN 46-1242933 | Investment Management | $132,705 |
CANYON PARTNERS10+ years Service code 27 · EIN 95-4665514 | Advisory (Plan) | $130,324 |
BAIN CAPITAL3 years Service code 28 · EIN 85-1332054 | Investment Management | $129,098 |
Filed as: PRINCIPAL BANK Service code 19 · EIN 42-1466678 | Securities Custodian | $126,669 |
MMA SECURITIES LLC4 years Filed as: MARSH USA INC. Service code 22 · EIN 36-1436000 | Insurance Broker | $118,173 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,674 | $47,202+113.3% | $93,606+7.6% | $99,062+1.6% |
| Participation rate | 96.6% | 57.3%+39.3pp | 68.7%+27.9pp | 71.6%+25.0pp |
| Annual return | 10.03% | 13.08%-3.1pp | 133.20%-123.2pp | 17.66%-7.6pp |
| Employer contribution / active EE | $7,896 | $1,134+596.4% | $2,420+226.3% | $3,262+142.1% |
| Participant deferral / active EE | $0 | $2,296-100.0% | $4,411-100.0% | $5,331-100.0% |
| Admin fee / account holder | $347 | $86+304.0% | $8,285-95.8% | $109+218.4% |