Filed May 11, 2015 (most recent of 3 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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,041 |
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK LARHETTE Service code 16 · EIN 20-4668732 | Consulting | $74,442 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 16 · EIN 36-2152202 | Consulting | $56,554 |
CROWE LLP4+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $19,565 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$201,864 |
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.
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 | $187,025 | $87,173+114.5% | $59,899+212.2% | $75,289+148.4% |
| Participation rate | 43.8% | 74.5%-30.7pp | 74.7%-30.9pp | 72.4%-28.6pp |
| Annual return | -2.18% | -2.14%0pp | 3.46%-5.6pp | -0.04%-2.1pp |
| Employer contribution / active EE | $1,316 | $3,473-62.1% | $2,723-51.7% | $2,405-45.3% |
| Participant deferral / active EE | $4,020 | $3,379+19.0% | $3,403+18.1% | $3,739+7.5% |
| Admin fee / account holder | $75 | $75+0.3% | $3,592-97.9% | $102-26.7% |