Filed October 23, 2020 (most recent of 12 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $244,892 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $204,271 |
MERCER7 years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $102,465 |
Service code 10 · EIN 34-1523030 | Accounting | $39,000 |
PLANTE & MORAN, PLLC7 years Service code 10 · EIN 38-1357951 | Accounting | $5,928 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $155,400 | $112,582+38.0% | $105,608+47.1% | $199,921-22.3% |
| Participation rate | 95.0% | 86.3%+8.7pp | 75.3%+19.7pp | 72.0%+23.0pp |
| Annual return | 15.59% | 15.58%0pp | 116.50%-100.9pp | 34.28%-18.7pp |
| Employer contribution / active EE | $3,796 | $4,580-17.1% | $3,167+19.9% | $3,035+25.1% |
| Participant deferral / active EE | $8,265 | $6,655+24.2% | $5,010+65.0% | $5,089+62.4% |
| Admin fee / account holder | $138 | $107+29.4% | $11,028-98.7% | $269-48.6% |