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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPITAL Service code 27 700 E. BUTTERFIELD ROAD · LOMBARD, IL 60148 | Advisory (Plan) | $20,000 |
SPENCER FANE LLP6+ years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $12,391 |
TA ASSOCIATE1 year Filed as: ASSOCIATE BENEFIT AND RISK CONSULTI Service code 17 200 N ADAMS STREET · GREEN BAY, WI 54301 | Pension Consulting | $9,538 |
NOVAK BIRKS, P.C.6+ years Service code 10 · EIN 43-1122456 | Accounting | $8,960 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,401 | $91,517-41.6% | $101,271-47.3% | $73,412-27.3% |
| Participation rate | 90.0% | 73.8%+16.2pp | 75.8%+14.2pp | 72.2%+17.8pp |
| Annual return | 14.92% | 17.17%-2.3pp | 46.48%-31.6pp | 59.30%-44.4pp |
| Employer contribution / active EE | $728 | $2,877-74.7% | $3,660-80.1% | $2,234-67.4% |
| Participant deferral / active EE | $1,769 | $3,338-47.0% | $4,371-59.5% | $3,806-53.5% |
| Admin fee / account holder | $147 | $216-31.7% | $5,948-97.5% | $158-6.6% |