Filed March 11, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $182,838 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $133,698 |
ISLER DARE, P.C.1 year Service code 16 · EIN 54-1844836 | Consulting | $49,851 |
BDO USA, LLP5 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $32,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,830 | $144,879-38.7% | $111,319-20.2% | $93,010-4.5% |
| Participation rate | 60.3% | 86.1%-25.8pp | 77.3%-17.0pp | 73.9%-13.6pp |
| Annual return | -31.45% | 18.11%-49.6pp | 54.68%-86.1pp | 158.70%-190.2pp |
| Employer contribution / active EE | $3,905 | $3,052+27.9% | $2,732+43.0% | $2,705+44.4% |
| Participant deferral / active EE | $6,636 | $5,576+19.0% | $4,488+47.9% | $4,561+45.5% |
| Admin fee / account holder | $124 | $104+19.6% | $7,966-98.4% | $152-18.4% |