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 | $1,015,939 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $321,543 |
NEPC, LLC4 years Service code 16 · EIN 26-1429809 | Consulting | $170,103 |
BKD, LLP4 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $62,185 |
FISHER & PHILLIPS2 years Service code 29 · EIN 58-0619559 | Legal | $31,764 |
Annual investment return 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 | $91,385 | $171,796-46.8% | $111,319-17.9% | $106,520-14.2% |
| Participation rate | 76.9% | 88.6%-11.7pp | 77.3%-0.4pp | 71.3%+5.6pp |
| Annual return | 12.03% | 18.62%-6.6pp | 54.68%-42.6pp | 19.28%-7.3pp |
| Employer contribution / active EE | $3,013 | $4,687-35.7% | $2,732+10.3% | $2,840+6.1% |
| Participant deferral / active EE | $4,740 | $7,845-39.6% | $4,488+5.6% | $4,948-4.2% |
| Admin fee / account holder | $73 | $69+5.6% | $7,966-99.1% | $75-1.6% |