Filed February 21, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,177,316 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INSTITUTIONAL OP CO IN Service code 37 · EIN 04-2647786 | Loan Processing | $523,254 |
GROOM LAW GROUP10+ years Service code 29 · EIN 52-1219029 | Legal | $256,245 |
RVK, INC.10+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $180,074 |
ADP BROKER-DEALER10+ years Filed as: ADP Service code 49 · EIN 13-3036745 | Other Services | $58,834 |
NEWPORT GROUP, INC.1 year Service code 28 · EIN 27-2037969 | Investment Management | $27,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $177,216 | $178,759-0.9% | $102,460+73.0% | $106,553+66.3% |
| Participation rate | 95.5% | 91.3%+4.2pp | 76.5%+19.0pp | 69.8%+25.7pp |
| Annual return | 15.53% | 17.23%-1.7pp | 29.47%-13.9pp | 17.37%-1.8pp |
| Employer contribution / active EE | $7,167 | $5,750+24.7% | $3,025+136.9% | $3,359+113.4% |
| Participant deferral / active EE | $10,903 | $9,466+15.2% | $5,056+115.6% | $5,562+96.0% |
| Admin fee / account holder | $80 | $62+28.4% | $9,460-99.2% | $80+0.2% |