Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,323 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,362 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,864 | $48,835-57.3% | $170,435-87.8% | $177,276-88.2% |
| Participation rate | 81.1% | 72.1%+9.0pp | 83.6%-2.5pp | 74.8%+6.3pp |
| Annual return | 21.95% | 19.44%+2.5pp | 205.94%-184.0pp | 21.25%+0.7pp |
| Employer contribution / active EE | $2 | $1,798-99.9% | $5,432-100.0% | $2,479-99.9% |
| Participant deferral / active EE | $2,892 | $2,757+4.9% | $4,939-41.5% | $3,881-25.5% |
| Admin fee / account holder | $11 | $52-79.2% | $13,881-99.9% | $154-93.0% |