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 | $368,567 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $101,563 |
HARTER SECREST & EMERY LLP7 years Service code 29 · EIN 16-0766172 | Legal | $22,085 |
MERCER8 years Service code 16 · EIN 13-2834414 | Consulting | $19,500 |
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 | $68,553 | $40,592+68.9% | $86,251-20.5% | $103,657-33.9% |
| Participation rate | 46.7% | 58.1%-11.4pp | 69.0%-22.2pp | 73.4%-26.7pp |
| Annual return | 19.84% | 18.32%+1.5pp | 1170.54%-1150.7pp | 33.13%-13.3pp |
| Employer contribution / active EE | $1,609 | $974+65.2% | $2,381-32.4% | $3,216-50.0% |
| Participant deferral / active EE | $3,161 | $2,072+52.5% | $3,987-20.7% | $5,218-39.4% |
| Admin fee / account holder | $60 | $85-28.6% | $6,857-99.1% | $114-47.0% |