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 | $310,633 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92,667 |
MERCER9+ years Service code 16 · EIN 13-2834414 | Consulting | $72,921 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $66,000 |
GODFREY & KAHN9+ years Filed as: GODFREY AND KAHN Service code 29 · EIN 39-1128206 | Legal | $18,682 |
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 | $100,473 | $104,544-3.9% | $96,564+4.0% | $80,187+25.3% |
| Participation rate | 92.5% | 86.4%+6.1pp | 76.0%+16.5pp | 72.9%+19.6pp |
| Annual return | 21.38% | 21.79%-0.4pp | 25.89%-4.5pp | 40.40%-19.0pp |
| Employer contribution / active EE | $3,045 | $3,527-13.7% | $2,967+2.6% | $2,980+2.2% |
| Participant deferral / active EE | $5,022 | $6,170-18.6% | $4,852+3.5% | $5,016+0.1% |
| Admin fee / account holder | $88 | $107-17.4% | $8,256-98.9% | $145-39.1% |