Filed October 23, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $506,398 |
MERCER5+ years Service code 16 · EIN 13-2834414 | Consulting | $82,891 |
GODFREY & KAHN5+ years Filed as: GODFREY AND KAHN Service code 17 · EIN 39-1128206 | Pension Consulting | $10,132 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $0 |
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 | $82,237 | $105,173-21.8% | $87,102-5.6% | $77,775+5.7% |
| Participation rate | 96.4% | 85.8%+10.6pp | 76.9%+19.6pp | 73.2%+23.2pp |
| Annual return | 22.01% | 24.52%-2.5pp | 28.19%-6.2pp | 32.58%-10.6pp |
| Employer contribution / active EE | $3,151 | $2,890+9.0% | $2,521+25.0% | $2,504+25.9% |
| Participant deferral / active EE | $4,922 | $5,048-2.5% | $4,048+21.6% | $3,966+24.1% |
| Admin fee / account holder | $80 | $105-23.9% | $7,493-98.9% | $100-20.5% |