Filed September 21, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $179,781 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 50 · EIN 26-0058143 | Direct Payment | $83,162 |
SEYFARTH SHAW LLP2 years Service code 14 · EIN 36-2152202 | Plan Administrator | $79,198 |
BIDMC4+ years Service code 35 · EIN 04-2103881 | Employee (plan sponsor); Direct payme... | $11,709 |
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 | $74,422 | $46,969+58.4% | $154,110-51.7% | $73,367+1.4% |
| Participation rate | 70.3% | 72.4%-2.1pp | 83.0%-12.8pp | 69.5%+0.8pp |
| Annual return | -4.72% | 821.68%-826.4pp | 735.22%-739.9pp | 173.45%-178.2pp |
| Employer contribution / active EE | $2,412 | $1,723+40.0% | $5,298-54.5% | $2,499-3.5% |
| Participant deferral / active EE | $3,159 | $3,162-0.1% | $5,081-37.8% | $4,033-21.7% |
| Admin fee / account holder | $30 | $47-35.8% | $13,412-99.8% | $68-56.3% |