Filed June 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
MCGRIFF INSURANCE SERVICES4 years Service code 27 · EIN 56-1623293 | Advisory (Plan) | $275,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,475 |
WRIGHT FORD YOUNG & CO4 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $28,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$490,657 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,540 | $95,388-21.9% | $125,401-40.6% | $77,906-4.3% |
| Participation rate | 93.1% | 78.6%+14.5pp | 82.4%+10.7pp | 73.7%+19.4pp |
| Annual return | -19.15% | 116.19%-135.3pp | 572.53%-591.7pp | 12.16%-31.3pp |
| Employer contribution / active EE | $1,186 | $3,666-67.6% | $4,816-75.4% | $2,846-58.3% |
| Participant deferral / active EE | $8,198 | $7,711+6.3% | $7,448+10.1% | $4,805+70.6% |
| Admin fee / account holder | -$17 | $119-114.4% | $10,008-100.2% | $133-112.9% |