Filed March 11, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,882 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $22,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,530 |
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 | $70,232 | $71,957-2.4% | $67,652+3.8% | $59,188+18.7% |
| Participation rate | 97.4% | 82.7%+14.7pp | 75.7%+21.7pp | 69.4%+28.0pp |
| Annual return | 2.10% | 8.53%-6.4pp | 6625.40%-6623.3pp | 5.51%-3.4pp |
| Employer contribution / active EE | $3,855 | $2,432+58.5% | $2,266+70.1% | $2,098+83.7% |
| Participant deferral / active EE | $4,875 | $4,211+15.8% | $3,560+36.9% | $3,265+49.3% |
| Admin fee / account holder | $21 | $64-67.4% | $4,821-99.6% | $92-77.3% |