Filed May 7, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $203,256 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $32,025 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 16 · EIN 06-1053228 | Consulting | $31,833 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,219 |
Form 5500 reported that benefits due were not provided when due.
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 | $76,011 | $76,173-0.2% | $81,438-6.7% | $199,768-62.0% |
| Participation rate | 87.4% | 76.3%+11.1pp | 69.5%+17.9pp | 72.0%+15.4pp |
| Annual return | 16.63% | 15.59%+1.0pp | 24.74%-8.1pp | 34.26%-17.6pp |
| Employer contribution / active EE | $4,468 | $2,792+60.0% | $2,460+81.6% | $3,037+47.2% |
| Participant deferral / active EE | $5,213 | $4,201+24.1% | $3,883+34.2% | $5,090+2.4% |
| Admin fee / account holder | $104 | $146-28.8% | $5,764-98.2% | $269-61.3% |