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 | $56,322 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,457 |
THOMPSON & KNIGHT LLP3+ years Service code 29 · EIN 75-2813604 | Legal | $17,486 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 99 · EIN 13-4008324 | Other Fees | $9,600 |
CLARK, SCHAEFER, HACKETT & CO.3+ years Filed as: CLARK SCHAEFFER Service code 10 · EIN 31-0800053 | Accounting | $9,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,126 | $88,730-79.6% | $82,312-78.0% | $77,958-76.7% |
| Participation rate | 92.0% | 84.5%+7.4pp | 76.9%+15.1pp | 71.6%+20.3pp |
| Annual return | 17.99% | 20.88%-2.9pp | 25.88%-7.9pp | 20.87%-2.9pp |
| Employer contribution / active EE | $695 | $2,758-74.8% | $2,428-71.4% | $2,310-69.9% |
| Participant deferral / active EE | $1,511 | $4,634-67.4% | $3,706-59.2% | $3,537-57.3% |
| Admin fee / account holder | $21 | $74-72.0% | $5,608-99.6% | $97-78.7% |