Filed April 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $146,411 |
ASCENDE WEALTH ADVISERS INC3+ years Filed as: ASCENDE WEALTH ADVISERS, INC. Service code 16 · EIN 76-0484527 | Consulting | $73,079 |
WEINSTEIN ZUGMAN, LLC3+ years Filed as: WEINSTEIN SPIRA Service code 10 · EIN 74-2181616 | Accounting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$309,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,756 | $54,788+51.0% | $92,233-10.3% | $80,976+2.2% |
| Participation rate | 34.6% | 77.1%-42.5pp | 76.5%-41.9pp | 68.3%-33.6pp |
| Annual return | 25.76% | 13.07%+12.7pp | 176.28%-150.5pp | 22.91%+2.9pp |
| Employer contribution / active EE | $1,386 | $3,430-59.6% | $3,679-62.3% | $2,402-42.3% |
| Participant deferral / active EE | $2,689 | $2,438+10.3% | $3,897-31.0% | $3,848-30.1% |
| Admin fee / account holder | $38 | $96-59.9% | $5,194-99.3% | $67-43.0% |