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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $793,330 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $699,794 |
CALLAN ASSOCIATES2 years Filed as: CALLAN LLC Service code 16 · EIN 94-2192581 | Consulting | $90,000 |
NIXON PEABODY LLP6+ years Service code 29 · EIN 16-0764720 | Legal | $76,610 |
CARON & BLETZER, PLLC3 years Service code 29 · EIN 04-3499945 1 LIBRARY LANE · KINGSTON, NH 03848 | Legal | $26,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $138,322 | $97,541+41.8% | $149,751-7.6% | $106,273+30.2% |
| Participation rate | 65.6% | 66.8%-1.3pp | 82.5%-16.9pp | 70.8%-5.2pp |
| Annual return | 21.59% | 24.23%-2.6pp | 276.71%-255.1pp | 21.70%-0.1pp |
| Employer contribution / active EE | $780 | $2,504-68.9% | $4,646-83.2% | $2,722-71.4% |
| Participant deferral / active EE | $6,551 | $6,023+8.8% | $6,843-4.3% | $4,601+42.4% |
| Admin fee / account holder | $117 | $72+63.8% | $9,312-98.7% | $78+49.9% |