Filed June 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $163,770 |
SEQUOIA FINANCIAL ADVISORS1+ years Filed as: SEQUOIA FINANCIAL ADVISORS, LLC Service code 16 · EIN 34-1913859 | Consulting | $136,866 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,443 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $32,155 | $65,118-50.6% | $76,768-58.1% | $55,727-42.3% |
| Participation rate | 94.3% | 79.6%+14.7pp | 77.0%+17.4pp | 70.9%+23.5pp |
| Annual return | -6.42% | -1.27%-5.2pp | 2.43%-8.8pp | 244.94%-251.4pp |
| Employer contribution / active EE | $1,143 | $1,941-41.1% | $2,485-54.0% | $2,078-45.0% |
| Participant deferral / active EE | $4,828 | $3,688+30.9% | $3,852+25.3% | $3,356+43.9% |
| Admin fee / account holder | $229 | $116+97.3% | $6,676-96.6% | $115+98.5% |