Filed August 24, 2001
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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,230 |
Service code 16 · EIN 36-4291971 | Consulting | $79,167 |
MERCER4+ years Service code 16 · EIN 61-0736136 | Consulting | $48,124 |
RIMON, P.C.1 year Service code 29 · EIN 20-8147375 | Legal | $13,000 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $9,100 |
Filed as: WILKINS FINSTON FRIEDMAN Service code 29 · EIN 27-5546855 | Legal | $6,640 |
ARMANINO LLP1 year Filed as: ARMANINO Service code 16 · EIN 94-6214841 | Consulting | $6,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,849 | $94,115+5.0% | $83,327+18.6% | $73,367+34.7% |
| Participation rate | 57.0% | 83.7%-26.7pp | 77.8%-20.7pp | 69.5%-12.4pp |
| Annual return | -5.41% | -6.12%+0.7pp | 10.64%-16.0pp | 173.45%-178.9pp |
| Employer contribution / active EE | $1,200 | $2,931-59.1% | $3,379-64.5% | $2,499-52.0% |
| Participant deferral / active EE | $3,889 | $6,759-42.5% | $5,565-30.1% | $4,033-3.6% |
| Admin fee / account holder | $30 | $75-60.5% | $7,540-99.6% | $68-56.5% |