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 | $336,397 |
MERCER8+ years Service code 16 · EIN 13-2834414 | Consulting | $83,078 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,909 |
Filed as: CBIZ Service code 10 · EIN 34-1846498 | Accounting | $42,000 |
GODFREY & KAHN8+ years Filed as: GODFREY AND KAHN Service code 29 · EIN 39-1128206 | Legal | $5,278 |
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 | $88,416 | $130,052-32.0% | $86,717+2.0% | $77,906+13.5% |
| Participation rate | 92.8% | 85.9%+6.9pp | 76.6%+16.2pp | 73.7%+19.1pp |
| Annual return | -16.69% | -12.73%-4.0pp | 35.97%-52.7pp | 12.16%-28.8pp |
| Employer contribution / active EE | $3,080 | $3,214-4.2% | $2,837+8.6% | $2,846+8.2% |
| Participant deferral / active EE | $5,120 | $5,741-10.8% | $4,657+9.9% | $4,805+6.6% |
| Admin fee / account holder | $87 | $132-34.0% | $7,494-98.8% | $133-34.4% |