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 | $419,309 |
MERCER6+ years Service code 16 · EIN 13-2834413 | Consulting | $45,080 |
MAYER HOFFMAN MCCANN P.C.4 years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $44,300 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,416 |
GODFREY & KAHN6+ years Filed as: GODFREY AND KAHN Service code 16 · EIN 39-1128205 | Consulting | $5,999 |
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 | $96,611 | $176,471-45.3% | $95,968+0.7% | $90,274+7.0% |
| Participation rate | 96.3% | 86.6%+9.7pp | 77.1%+19.2pp | 73.4%+22.9pp |
| Annual return | 17.84% | 20.15%-2.3pp | 91.65%-73.8pp | 53.97%-36.1pp |
| Employer contribution / active EE | $3,066 | $2,783+10.2% | $2,542+20.6% | $2,523+21.5% |
| Participant deferral / active EE | $4,959 | $5,325-6.9% | $4,167+19.0% | $4,231+17.2% |
| Admin fee / account holder | $82 | $154-47.0% | $6,798-98.8% | $114-28.3% |