Filed December 4, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,850 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,094 |
CHIMENTO AND WEBB PC1 year Filed as: CHIMENTO AND WEBB Service code 16 333 ELM STREET · DEDHAM, MA 02026 | Consulting | $52,168 |
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 16 · EIN 03-0183483 | Consulting | $31,050 |
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 | $76,871 | $45,382+69.4% | $154,110-50.1% | $75,289+2.1% |
| Participation rate | 97.8% | 65.9%+31.9pp | 83.0%+14.7pp | 72.4%+25.3pp |
| Annual return | -4.36% | -0.47%-3.9pp | 735.22%-739.6pp | -0.04%-4.3pp |
| Employer contribution / active EE | $3,493 | $1,533+127.9% | $5,298-34.1% | $2,405+45.2% |
| Participant deferral / active EE | $4,986 | $2,384+109.1% | $5,081-1.9% | $3,739+33.4% |
| Admin fee / account holder | $94 | $89+5.7% | $13,412-99.3% | $102-7.7% |