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 | $1,100,924 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $280,255 |
NEPC, LLC3 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $142,864 |
BKD, LLP3 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $59,988 |
FISHER & PHILLIPS1 year Service code 29 · EIN 58-0619559 | Legal | $25,742 |
TROUTMAN SANDERS LLP4 years Service code 29 · EIN 58-0946915 | Legal | $10,552 |
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 | $86,545 | $164,350-47.3% | $95,968-9.8% | $106,273-18.6% |
| Participation rate | 78.8% | 90.5%-11.7pp | 77.1%+1.7pp | 70.8%+8.0pp |
| Annual return | 14.73% | 14.56%+0.2pp | 91.65%-76.9pp | 21.70%-7.0pp |
| Employer contribution / active EE | $2,746 | $4,292-36.0% | $2,542+8.0% | $2,722+0.9% |
| Participant deferral / active EE | $4,194 | $7,854-46.6% | $4,167+0.7% | $4,601-8.8% |
| Admin fee / account holder | $76 | $65+15.7% | $6,798-98.9% | $78-3.4% |