Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $145,072 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $102,444 |
MEKETA INVESTMENT GROUP3 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $48,750 |
VON BRIESEN & ROPER1 year Filed as: VON BRIESEN & ROPER, S.C. Service code 29 · EIN 39-1576289 | Legal | $16,091 |
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 | $38,274 | $59,312-35.5% | $149,740-74.4% | $103,657-63.1% |
| Participation rate | 94.7% | 70.3%+24.4pp | 78.8%+15.9pp | 73.4%+21.3pp |
| Annual return | 21.33% | 78.03%-56.7pp | 134.51%-113.2pp | 33.13%-11.8pp |
| Employer contribution / active EE | $2,233 | $2,187+2.1% | $4,821-53.7% | $3,216-30.6% |
| Participant deferral / active EE | $5,561 | $3,719+49.5% | $5,683-2.2% | $5,218+6.6% |
| Admin fee / account holder | $40 | $103-61.5% | $13,222-99.7% | $114-65.4% |