Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $153,752 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $106,237 |
MEKETA INVESTMENT GROUP2 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $32,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,457 | $52,346-41.8% | $143,801-78.8% | $78,104-61.0% |
| Participation rate | 97.1% | 72.7%+24.4pp | 80.3%+16.8pp | 74.5%+22.6pp |
| Annual return | -18.21% | -14.19%-4.0pp | -0.04%-18.2pp | 10.90%-29.1pp |
| Employer contribution / active EE | $2,667 | $2,131+25.2% | $4,952-46.1% | $3,128-14.7% |
| Participant deferral / active EE | $5,392 | $3,800+41.9% | $5,639-4.4% | $5,089+6.0% |
| Admin fee / account holder | $38 | $63-39.9% | $14,680-99.7% | $79-51.7% |