Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,237 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,626 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $10,089 |
Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $6,870 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,862 | $47,456-32.9% | $172,739-81.6% | $77,787-59.0% |
| Participation rate | 79.8% | 66.3%+13.5pp | 82.6%-2.8pp | 73.2%+6.6pp |
| Annual return | 31.61% | 35.57%-4.0pp | 802.84%-771.2pp | 32.57%-1.0pp |
| Employer contribution / active EE | $1,206 | $1,574-23.4% | $5,143-76.5% | $2,504-51.8% |
| Participant deferral / active EE | $4,331 | $2,560+69.2% | $5,198-16.7% | $3,967+9.2% |
| Admin fee / account holder | $41 | $81-48.7% | $13,954-99.7% | $100-58.5% |