Filed April 6, 2015 (most recent of 3 filings on file)
Total covered: 60 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,110 |
MCGRATH NORTH1 year Filed as: MCGRATH NORTH MULLIN & KRATZ , PC Service code 29 · EIN 47-0551221 | Legal | $15,603 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ Service code 10 · EIN 47-0625816 | Accounting | $14,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,165 | $95,776+12.9% | $162,163-33.3% | $77,787+39.1% |
| Participation rate | 94.0% | 88.6%+5.3pp | 87.6%+6.4pp | 73.2%+20.8pp |
| Annual return | 22.31% | 37.03%-14.7pp | 115.59%-93.3pp | 32.57%-10.3pp |
| Employer contribution / active EE | $3,780 | $3,874-2.4% | $5,614-32.7% | $2,504+50.9% |
| Participant deferral / active EE | $5,233 | $6,125-14.6% | $7,298-28.3% | $3,967+31.9% |
| Admin fee / account holder | $136 | $88+55.4% | $10,843-98.7% | $100+36.2% |