Filed September 6, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,134 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $24,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,282 |
SHERMAN & HOWARD3 years Filed as: SHERMAN & HOWARD LLC Service code 29 · EIN 84-0420314 | Legal | $16,843 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $12,032 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,464 | $60,396+11.7% | $83,831-19.5% | $75,289-10.4% |
| Participation rate | 97.9% | 80.7%+17.2pp | 76.1%+21.8pp | 72.4%+25.5pp |
| Annual return | -2.19% | 3.84%-6.0pp | 850.99%-853.2pp | -0.04%-2.1pp |
| Employer contribution / active EE | $5,550 | $3,343+66.0% | $3,631+52.8% | $2,405+130.8% |
| Participant deferral / active EE | $7,315 | $2,922+150.3% | $4,082+79.2% | $3,739+95.7% |
| Admin fee / account holder | $74 | $141-47.5% | $5,479-98.6% | $102-27.5% |