Filed January 29, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INS OP Service code 37 · EIN 04-2647786 | Loan Processing | $53,167 |
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $47,069 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $44,000 |
MOSS ADAMS LLP5+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $37,000 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,368 |
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).
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 | $107,987 | $204,517-47.2% | $69,480+55.4% | $77,775+38.8% |
| Participation rate | 22.4% | 74.6%-52.3pp | 74.6%-52.3pp | 73.2%-50.9pp |
| Annual return | 18.27% | 22.10%-3.8pp | 28.99%-10.7pp | 32.58%-14.3pp |
| Employer contribution / active EE | $1,207 | $3,548-66.0% | $2,780-56.6% | $2,504-51.8% |
| Participant deferral / active EE | $1,022 | $3,478-70.6% | $3,537-71.1% | $3,966-74.2% |
| Admin fee / account holder | $104 | $101+3.7% | $3,840-97.3% | $100+4.2% |