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 | $84,657 |
ROPES & GRAY LLP1 year Service code 29 · EIN 04-2233412 | Legal | $15,336 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,512 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $11,231 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,499 | $67,512-16.3% | $185,823-69.6% | $93,030-39.3% |
| Participation rate | 71.0% | 67.1%+3.8pp | 81.7%-10.7pp | 73.9%-2.9pp |
| Annual return | 12.29% | 21.04%-8.7pp | 122.05%-109.8pp | 158.70%-146.4pp |
| Employer contribution / active EE | $1,409 | $1,783-21.0% | $5,167-72.7% | $2,706-47.9% |
| Participant deferral / active EE | $4,976 | $3,035+63.9% | $5,568-10.6% | $4,562+9.1% |
| Admin fee / account holder | $69 | $318-78.4% | $16,237-99.6% | $152-54.8% |