Filed March 14, 2018 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $891,185 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $797,779 |
CALLAN ASSOCIATES6 years Filed as: CALLAN LLC Service code 29 · EIN 94-2192581 | Legal | $180,047 |
NIXON PEABODY LLP10+ years Service code 16 · EIN 16-0764720 | Consulting | $133,414 |
CARON & BLETZER, PLLC10+ years Filed as: CARON AND BLETZER Service code 16 · EIN 04-3499945 | Consulting | $34,500 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,972 | $128,169+17.8% | $147,117+2.6% | $106,553+41.7% |
| Participation rate | 65.2% | 67.3%-2.1pp | 82.2%-16.9pp | 69.8%-4.6pp |
| Annual return | 20.13% | 17.88%+2.3pp | 420.54%-400.4pp | 17.37%+2.8pp |
| Employer contribution / active EE | $2,094 | $3,374-37.9% | $4,932-57.5% | $3,359-37.7% |
| Participant deferral / active EE | $7,974 | $7,665+4.0% | $8,065-1.1% | $5,562+43.4% |
| Admin fee / account holder | $115 | $88+30.1% | $12,993-99.1% | $80+43.8% |