Filed June 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
MCGRIFF INSURANCE SERVICES5 years Service code 27 · EIN 56-1623293 | Advisory (Plan) | $275,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92,173 |
WRIGHT FORD YOUNG & CO5 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $51,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$521,246 |
Employer contribution per participant 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 | $92,665 | $107,415-13.7% | $135,998-31.9% | $80,187+15.6% |
| Participation rate | 92.6% | 78.0%+14.6pp | 81.9%+10.7pp | 72.9%+19.7pp |
| Annual return | 42.05% | 91.99%-49.9pp | 68.37%-26.3pp | 40.40%+1.6pp |
| Employer contribution / active EE | $621 | $3,878-84.0% | $4,860-87.2% | $2,980-79.2% |
| Participant deferral / active EE | $9,134 | $8,189+11.5% | $7,761+17.7% | $5,016+82.1% |
| Admin fee / account holder | -$13 | $127-110.4% | $10,769-100.1% | $145-109.1% |