Filed March 8, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $287,932 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $183,782 |
Filed as: CLARK,SCHAEFER,HACKETT & CO. Service code 10 · EIN 31-0800053 | Accounting | $15,000 |
PRICEWATERHOUSECOOPERS LLP9+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 16 · EIN 13-4008324 | Consulting | $9,550 |
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 | $150,034 | $104,544+43.5% | $96,564+55.4% | $80,187+87.1% |
| Participation rate | 95.9% | 86.4%+9.6pp | 76.0%+20.0pp | 72.9%+23.0pp |
| Annual return | 19.75% | 21.79%-2.0pp | 25.89%-6.1pp | 40.40%-20.6pp |
| Employer contribution / active EE | $5,532 | $3,527+56.8% | $2,967+86.5% | $2,980+85.7% |
| Participant deferral / active EE | $8,787 | $6,170+42.4% | $4,852+81.1% | $5,016+75.2% |
| Admin fee / account holder | $102 | $107-4.7% | $8,256-98.8% | $145-29.8% |