Filed May 13, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $96,696 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 16 · EIN 22-1146430 | Consulting | $49,644 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $20,619 |
FRAZIER & DEETER, LLC1 year Service code 16 · EIN 58-1433845 | Consulting | $1,650 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$253,711 |
Form 5500 reported that benefits due were not provided when due.
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 | $31,269 | $65,673-52.4% | $109,191-71.4% | $106,520-70.6% |
| Participation rate | 88.3% | 82.6%+5.7pp | 75.9%+12.4pp | 71.3%+17.0pp |
| Annual return | 15.18% | 15.69%-0.5pp | 25.76%-10.6pp | 19.28%-4.1pp |
| Employer contribution / active EE | $1,061 | $4,042-73.7% | $3,723-71.5% | $2,840-62.6% |
| Participant deferral / active EE | $2,887 | $3,449-16.3% | $4,653-38.0% | $4,948-41.6% |
| Admin fee / account holder | $18 | $107-82.7% | $6,756-99.7% | $75-75.2% |