Filed October 19, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $445,492 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $99,407 |
HARTER SECREST & EMERY LLP5 years Service code 29 · EIN 16-0766172 | Legal | $41,476 |
MERCER6 years Service code 16 · EIN 13-2834414 | Consulting | $39,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,974 | $55,785+23.6% | $96,583-28.6% | $106,520-35.2% |
| Participation rate | 39.2% | 53.4%-14.2pp | 69.8%-30.7pp | 71.3%-32.2pp |
| Annual return | 15.44% | 17.66%-2.2pp | 37.79%-22.3pp | 19.28%-3.8pp |
| Employer contribution / active EE | $1,256 | $1,042+20.6% | $2,357-46.7% | $2,840-55.8% |
| Participant deferral / active EE | $2,256 | $1,782+26.6% | $3,850-41.4% | $4,948-54.4% |
| Admin fee / account holder | $75 | $59+28.5% | $6,184-98.8% | $75+1.2% |