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 | $91,706 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,911 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $6,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,004 | $56,095-23.3% | $178,490-75.9% | $90,288-52.4% |
| Participation rate | 69.1% | 65.6%+3.6pp | 81.9%-12.8pp | 73.4%-4.2pp |
| Annual return | 20.83% | 28.81%-8.0pp | 151.07%-130.2pp | 53.97%-33.1pp |
| Employer contribution / active EE | $1,065 | $1,572-32.2% | $5,011-78.7% | $2,524-57.8% |
| Participant deferral / active EE | $3,863 | $2,669+44.8% | $5,202-25.7% | $4,232-8.7% |
| Admin fee / account holder | $60 | $101-40.5% | $13,984-99.6% | $114-47.5% |