Filed May 22, 2018 (most recent of 2 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131,768 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,955 |
CAUSEY DEMGEN & MOORE PC3 years Filed as: CAUSEY DEMGEN & MOORE, INC. Service code 10 · EIN 84-1158905 | Accounting | $15,000 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $8,719 |
MPS COMMUNICATIONS1 year Filed as: MPS Service code 99 · EIN 23-2808727 | Other Fees | $6,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $788,025 | $82,882+850.8% | $127,803+516.6% | $72,977+979.8% |
| Participation rate | 10.9% | 71.5%-60.6pp | 79.0%-68.1pp | 69.5%-58.6pp |
| Annual return | 20.56% | 32.20%-11.6pp | 26.14%-5.6pp | 81.02%-60.5pp |
| Employer contribution / active EE | $118,269 | $3,346+3434.2% | $4,576+2484.8% | $2,440+4746.9% |
| Participant deferral / active EE | $209,783 | $4,791+4278.9% | $6,023+3382.8% | $3,608+5714.8% |
| Admin fee / account holder | $1,305 | $6,487-79.9% | $9,399-86.1% | $5,124-74.5% |