Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,330 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,644 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $7,275 |
THE CARLYLE GROUP1 year Filed as: WOMBLE BOND Service code 16 · EIN 56-0308470 | Consulting | $6,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,499 | $63,259+3.5% | $178,510-63.3% | $93,223-29.7% |
| Participation rate | 66.9% | 72.1%-5.2pp | 81.9%-15.0pp | 74.9%-8.0pp |
| Annual return | 15.62% | 19.93%-4.3pp | 151.13%-135.5pp | 19.29%-3.7pp |
| Employer contribution / active EE | $938 | $1,865-49.7% | $5,011-81.3% | $2,680-65.0% |
| Participant deferral / active EE | $2,683 | $3,372-20.4% | $5,202-48.4% | $4,563-41.2% |
| Admin fee / account holder | $24 | $58-58.8% | $13,988-99.8% | $79-69.8% |