Filed March 27, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,263 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,788 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $94,063 | $65,378+43.9% | $87,103+8.0% | $65,186+44.3% |
| Participation rate | 97.4% | 75.3%+22.1pp | 76.9%+20.6pp | 70.2%+27.2pp |
| Annual return | 29.58% | 31.28%-1.7pp | 28.19%+1.4pp | 29.39%+0.2pp |
| Employer contribution / active EE | $3,519 | $1,823+93.1% | $2,521+39.5% | $2,177+61.6% |
| Participant deferral / active EE | $5,976 | $3,389+76.4% | $4,049+47.6% | $3,514+70.1% |
| Admin fee / account holder | $339 | $520-34.7% | $7,491-95.5% | $847-59.9% |