Filed July 6, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $845,043 |
SEVEN SIMPLE MACHINES7+ years Service code 15 · EIN 20-4028622 | Recordkeeping | $616,524 |
MERCER1 year Filed as: MERCER US INC. Service code 16 · EIN 13-2834414 | Consulting | $121,677 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $103,000 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $46,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,118 | $68,062+41.2% | $185,854-48.3% | $106,520-9.8% |
| Participation rate | 88.7% | 75.2%+13.5pp | 81.7%+7.0pp | 71.3%+17.4pp |
| Annual return | 12.52% | 18.20%-5.7pp | 122.12%-109.6pp | 19.28%-6.8pp |
| Employer contribution / active EE | $220 | $1,997-89.0% | $5,169-95.7% | $2,840-92.3% |
| Participant deferral / active EE | $983 | $3,990-75.4% | $5,569-82.4% | $4,948-80.1% |
| Admin fee / account holder | $38 | $53-28.3% | $16,246-99.8% | $75-49.3% |