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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $852,047 |
Service code 37 · EIN 04-2647786 | Loan Processing | $320,597 |
NIXON PEABODY LLP9+ years Service code 29 · EIN 16-0764720 | Legal | $81,973 |
CALLAN ASSOCIATES5 years Filed as: CALLAN LLC Service code 29 · EIN 94-2192581 | Legal | $65,564 |
CARON & BLETZER, PLLC9+ years Filed as: CARON AND BLETZER Service code 10 · EIN 04-3499945 | Accounting | $31,500 |
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 | $132,061 | $106,994+23.4% | $135,998-2.9% | $96,393+37.0% |
| Participation rate | 71.4% | 72.5%-1.2pp | 81.9%-10.5pp | 71.3%+0.1pp |
| Annual return | 24.32% | 26.64%-2.3pp | 68.37%-44.1pp | 22.88%+1.4pp |
| Employer contribution / active EE | $2,392 | $3,391-29.5% | $4,860-50.8% | $3,239-26.1% |
| Participant deferral / active EE | $8,718 | $7,968+9.4% | $7,761+12.3% | $5,455+59.8% |
| Admin fee / account holder | $97 | $79+22.8% | $10,769-99.1% | $74+31.4% |