Filed March 8, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $121,823 |
Service code 37 · EIN 04-2647786 | Loan Processing | $84,250 |
CLARK, SCHAEFER, HACKETT & CO.5+ years Service code 10 · EIN 31-0800053 | Accounting | $14,000 |
PRICEWATERHOUSECOOPERS LLP5+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 49 · EIN 13-4008324 | Other Services | $9,600 |
JONES DAY1 year Service code 29 · EIN 34-0319085 | Legal | $6,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,933 | $105,173+74.9% | $87,102+111.2% | $77,775+136.5% |
| Participation rate | 59.3% | 85.8%-26.5pp | 76.9%-17.6pp | 73.2%-13.9pp |
| Annual return | 22.93% | 24.52%-1.6pp | 28.19%-5.3pp | 32.58%-9.6pp |
| Employer contribution / active EE | $5,139 | $2,890+77.8% | $2,521+103.8% | $2,504+105.3% |
| Participant deferral / active EE | $7,850 | $5,048+55.5% | $4,048+93.9% | $3,966+98.0% |
| Admin fee / account holder | $70 | $105-32.7% | $7,493-99.1% | $100-29.7% |