Filed April 6, 2015 (most recent of 3 filings on file)
Total covered: 60 employees
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| Provider | Service type | Compensation |
|---|---|---|
LUTZ & COMPANY, PC1 year Service code 10 · EIN 47-0625816 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,261 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,694 | $121,341+4.4% | $189,545-33.2% | $79,389+59.6% |
| Participation rate | 90.2% | 86.1%+4.1pp | 87.8%+2.4pp | 70.7%+19.5pp |
| Annual return | 10.58% | 21.08%-10.5pp | 555.36%-544.8pp | 116.89%-106.3pp |
| Employer contribution / active EE | $9,816 | $3,915+150.8% | $6,162+59.3% | $2,428+304.3% |
| Participant deferral / active EE | $4,942 | $6,395-22.7% | $8,220-39.9% | $4,046+22.1% |
| Admin fee / account holder | $306 | $651-53.1% | $12,049-97.5% | $626-51.2% |