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 | $50,820+43.0% | $155,567-53.3% | $77,671-6.4% |
| Participation rate | 85.1% | 63.1%+22.0pp | 78.2%+6.9pp | 70.6%+14.5pp |
| Annual return | 14.09% | 34.85%-20.8pp | 64.74%-50.6pp | 31.21%-17.1pp |
| Employer contribution / active EE | $1,837 | $1,993-7.8% | $4,674-60.7% | $2,726-32.6% |
| Participant deferral / active EE | $3,848 | $2,823+36.3% | $5,628-31.6% | $4,648-17.2% |
| Admin fee / account holder | $118 | $436-72.8% | $15,916-99.3% | $430-72.5% |