Filed March 11, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $173,296 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,462 |
BDO USA, LLP6 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $20,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,597 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,547 | $130,141-49.6% | $86,677-24.4% | $77,904-15.9% |
| Participation rate | 93.8% | 85.9%+7.8pp | 76.6%+17.2pp | 73.7%+20.1pp |
| Annual return | -17.30% | -12.75%-4.6pp | 35.91%-53.2pp | 12.21%-29.5pp |
| Employer contribution / active EE | $3,585 | $3,220+11.3% | $2,836+26.4% | $2,848+25.9% |
| Participant deferral / active EE | $7,016 | $5,757+21.9% | $4,656+50.7% | $4,806+46.0% |
| Admin fee / account holder | $78 | $132-40.9% | $7,493-99.0% | $133-41.2% |