Filed September 21, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SEYFARTH SHAW LLP1 year Service code 14 · EIN 36-2152202 | Plan Administrator | $168,438 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $141,542 |
BIDMC3+ years Service code 35 · EIN 04-2103881 | Employee (plan sponsor); Direct payme... | $69,196 |
Service code 50 · EIN 26-0058143 | Direct Payment | $46,608 |
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 | $80,656 | $53,684+50.2% | $170,435-52.7% | $80,976-0.4% |
| Participation rate | 70.2% | 69.2%+1.1pp | 83.6%-13.3pp | 68.3%+2.0pp |
| Annual return | 20.24% | 25.97%-5.7pp | 205.94%-185.7pp | 22.91%-2.7pp |
| Employer contribution / active EE | $2,366 | $1,642+44.1% | $5,432-56.4% | $2,402-1.5% |
| Participant deferral / active EE | $3,089 | $3,017+2.4% | $4,939-37.5% | $3,848-19.7% |
| Admin fee / account holder | $38 | $46-18.7% | $13,881-99.7% | $67-44.1% |