Filed June 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PRECEPT ADVISORY GROUP1 year Service code 17 · EIN 95-3594541 | Pension Consulting | $80,234 |
Service code 27 · EIN 56-1623293 | Advisory (Plan) | $78,751 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $32,402 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,141 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $30,600 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $12,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$128,841 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $66,969 | $101,523-34.0% | $141,200-52.6% | $77,775-13.9% |
| Participation rate | 91.3% | 77.4%+13.9pp | 82.5%+8.8pp | 73.2%+18.0pp |
| Annual return | 26.53% | 56.22%-29.7pp | 71.41%-44.9pp | 32.58%-6.0pp |
| Employer contribution / active EE | $1,086 | $3,341-67.5% | $4,736-77.1% | $2,504-56.6% |
| Participant deferral / active EE | $7,669 | $6,434+19.2% | $6,710+14.3% | $3,966+93.4% |
| Admin fee / account holder | $27 | $92-70.9% | $10,265-99.7% | $100-73.4% |