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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,651 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $29,700 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$700,360 |
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 | $62,006 | $78,104-20.6% | $117,472-47.2% | $78,104-20.6% |
| Participation rate | 88.2% | 74.5%+13.7pp | 70.6%+17.6pp | 74.5%+13.7pp |
| Annual return | -18.05% | 10.90%-29.0pp | 29.77%-47.8pp | 10.90%-29.0pp |
| Employer contribution / active EE | $1,444 | $3,128-53.8% | $4,180-65.5% | $3,128-53.8% |
| Participant deferral / active EE | $5,360 | $5,089+5.3% | $4,072+31.6% | $5,089+5.3% |
| Admin fee / account holder | -$57 | $79-172.8% | $5,646-101.0% | $79-172.8% |