Filed March 11, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ISLER DARE, P.C.1 year Filed as: ISLER DARE P.C. Service code 16 · EIN 54-1844836 | Consulting | $90,199 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,194 |
BDO USA, LLP4 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $32,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,542 |
JGD & ASSOCIATES LLP1 year Service code 10 · EIN 95-3132551 | Accounting | $15,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $6,250 |
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 | $93,937 | $176,471-46.8% | $95,968-2.1% | $90,274+4.1% |
| Participation rate | 94.9% | 86.6%+8.3pp | 77.1%+17.8pp | 73.4%+21.6pp |
| Annual return | 17.23% | 20.15%-2.9pp | 91.65%-74.4pp | 53.97%-36.7pp |
| Employer contribution / active EE | $3,284 | $2,783+18.0% | $2,542+29.2% | $2,523+30.1% |
| Participant deferral / active EE | $5,348 | $5,325+0.4% | $4,167+28.3% | $4,231+26.4% |
| Admin fee / account holder | $54 | $154-65.3% | $6,798-99.2% | $114-53.1% |