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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $140,832 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $100,000 |
MILLER KAPLAN ARASE LLP3 years Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $33,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$950,830 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,517 | $106,382-21.5% | $129,207-35.4% | $106,382-21.5% |
| Participation rate | 89.0% | 69.9%+19.2pp | 69.6%+19.4pp | 69.9%+19.2pp |
| Annual return | 19.20% | 17.37%+1.8pp | 9417.33%-9398.1pp | 17.37%+1.8pp |
| Employer contribution / active EE | $1,910 | $3,364-43.2% | $4,153-54.0% | $3,364-43.2% |
| Participant deferral / active EE | $6,773 | $5,569+21.6% | $4,168+62.5% | $5,569+21.6% |
| Admin fee / account holder | -$55 | $79-169.6% | $7,715-100.7% | $79-169.6% |