Filed June 14, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 04-2647786 | Direct payment from the plan; Partici... | $266,011 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,764 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $60,000 |
BAKER TILLY US, LLP1 year Service code 10 P O BOX 7398 · MADISON, WI 53707 | Accounting | $27,850 |
HAWLEY TROXELL3 years Service code 29 · EIN 82-0259668 | Legal | $23,605 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $13,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,440 | $68,110+44.5% | $155,556-36.7% | $99,313-0.9% |
| Participation rate | 46.4% | 67.8%-21.4pp | 78.2%-31.9pp | 71.7%-25.3pp |
| Annual return | 16.37% | 16.16%+0.2pp | 64.84%-48.5pp | 17.67%-1.3pp |
| Employer contribution / active EE | $1,390 | $2,291-39.3% | $4,675-70.3% | $3,264-57.4% |
| Participant deferral / active EE | $3,258 | $3,865-15.7% | $5,631-42.1% | $5,346-39.1% |
| Admin fee / account holder | $77 | $94-18.0% | $15,885-99.5% | $109-29.4% |