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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $110,731 |
NIXON PEABODY LLP3+ years Service code 16 · EIN 16-0764720 | Consulting | $68,892 |
CARON & BLETZER, PLLC3+ years Filed as: CARON AND BLETZER Service code 16 · EIN 04-3499945 | Consulting | $13,525 |
JASON ROBINSON, CPA PLLC1 year Filed as: JASON ROBINSON Service code 16 · EIN 45-4183168 | Consulting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$92,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $93,310 | $100,589-7.2% | $136,298-31.5% | $177,276-47.4% |
| Participation rate | 59.7% | 77.4%-17.7pp | 81.9%-22.2pp | 74.8%-15.1pp |
| Annual return | 15.40% | 39.18%-23.8pp | 5156.27%-5140.9pp | 21.25%-5.9pp |
| Employer contribution / active EE | $994 | $3,259-69.5% | $4,696-78.8% | $2,479-59.9% |
| Participant deferral / active EE | $6,890 | $5,830+18.2% | $6,247+10.3% | $3,881+77.5% |
| Admin fee / account holder | $37 | $55-33.0% | $9,244-99.6% | $154-76.2% |