Filed March 11, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,545 |
ISLERDARE PC1 year Filed as: ISLERDARE, P.C. Service code 16 1945 OLD GALLOWS ROAD · VIENNA, VA 221823931 | Consulting | $53,550 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $25,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,670 |
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 | $108,893 | $88,730+22.7% | $82,312+32.3% | $77,958+39.7% |
| Participation rate | 96.7% | 84.5%+12.1pp | 76.9%+19.8pp | 71.6%+25.0pp |
| Annual return | 21.05% | 20.88%+0.2pp | 25.88%-4.8pp | 20.87%+0.2pp |
| Employer contribution / active EE | $5,199 | $2,758+88.5% | $2,428+114.1% | $2,310+125.0% |
| Participant deferral / active EE | $6,803 | $4,634+46.8% | $3,706+83.5% | $3,537+92.3% |
| Admin fee / account holder | $47 | $74-35.9% | $5,608-99.2% | $97-51.3% |