Filed March 11, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,292 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $26,200 |
ISLER DARE, P.C.1 year Filed as: ISLER DARE Service code 16 · EIN 54-1844836 | Consulting | $11,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,403 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,701 | $78,852+6.1% | $76,768+9.0% | $75,289+11.2% |
| Participation rate | 97.2% | 85.0%+12.2pp | 77.0%+20.2pp | 72.4%+24.8pp |
| Annual return | -21.15% | -1.29%-19.9pp | 2.43%-23.6pp | -0.04%-21.1pp |
| Employer contribution / active EE | $4,269 | $2,794+52.8% | $2,485+71.8% | $2,405+77.5% |
| Participant deferral / active EE | $5,740 | $4,800+19.6% | $3,852+49.0% | $3,739+53.5% |
| Admin fee / account holder | $31 | $79-61.0% | $6,676-99.5% | $102-69.9% |