Filed April 29, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,624 |
USI CONSULTING GROUP7 years Filed as: USI ADVISORS, INC. Service code 16 · EIN 06-1397347 | Consulting | $79,944 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $21,544 |
THE SEGAL COMPANY7 years Filed as: LAW OFFICES OF SCOTT D SEGAL Service code 29 · EIN 26-4445364 | Legal | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$101,904 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,817 | $99,212+94.3% | $96,564+99.7% | $74,478+158.9% |
| Participation rate | 96.8% | 80.7%+16.1pp | 76.0%+20.8pp | 70.7%+26.1pp |
| Annual return | 17.57% | 22.40%-4.8pp | 25.89%-8.3pp | 34.37%-16.8pp |
| Employer contribution / active EE | $4,772 | $2,569+85.7% | $2,967+60.8% | $2,637+81.0% |
| Participant deferral / active EE | $8,078 | $4,938+63.6% | $4,852+66.5% | $4,530+78.3% |
| Admin fee / account holder | $74 | $225-67.2% | $8,256-99.1% | $347-78.8% |