Filed September 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,973 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,771 |
MCSOLEY MCCOY & CO2 years Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $7,800 |
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 | $72,670 | $50,919+42.7% | $155,556-53.3% | $77,762-6.5% |
| Participation rate | 85.1% | 63.1%+22.0pp | 78.2%+6.9pp | 70.6%+14.5pp |
| Annual return | 14.09% | 34.84%-20.7pp | 64.84%-50.8pp | 31.27%-17.2pp |
| Employer contribution / active EE | $1,837 | $1,991-7.8% | $4,675-60.7% | $2,728-32.7% |
| Participant deferral / active EE | $3,848 | $2,824+36.2% | $5,631-31.7% | $4,651-17.3% |
| Admin fee / account holder | $118 | $437-72.9% | $15,885-99.3% | $433-72.7% |