Filed April 6, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,118,312 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $260,050 |
TROUTMAN SANDERS LLP3 years Service code 29 · EIN 58-0946915 | Legal | $205,265 |
NEPC, LLC1 year Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $145,812 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $76,936 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,234 | $143,368-47.5% | $87,102-13.6% | $89,609-16.0% |
| Participation rate | 80.9% | 88.2%-7.4pp | 76.9%+4.0pp | 69.6%+11.3pp |
| Annual return | 19.88% | 28.55%-8.7pp | 28.19%-8.3pp | 33.65%-13.8pp |
| Employer contribution / active EE | $2,631 | $4,012-34.4% | $2,521+4.3% | $2,584+1.8% |
| Participant deferral / active EE | $3,936 | $7,129-44.8% | $4,048-2.8% | $4,222-6.8% |
| Admin fee / account holder | $71 | $61+17.4% | $7,493-99.0% | $72-0.3% |