Filed April 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $230,994 |
Service code 16 · EIN 82-1364595 | Consulting | $97,786 |
WEINSTEIN ZUGMAN, LLC4+ years Filed as: WEINSTEIN SPIRA Service code 16 · EIN 74-2181616 | Consulting | $19,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$334,824 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $59,283 | $49,973+18.6% | $83,831-29.3% | $73,367-19.2% |
| Participation rate | 35.9% | 77.8%-41.9pp | 76.1%-40.3pp | 69.5%-33.6pp |
| Annual return | -4.42% | 0.83%-5.3pp | 850.99%-855.4pp | 173.45%-177.9pp |
| Employer contribution / active EE | $1,378 | $3,293-58.2% | $3,631-62.0% | $2,499-44.8% |
| Participant deferral / active EE | $2,603 | $2,341+11.2% | $4,082-36.2% | $4,033-35.4% |
| Admin fee / account holder | $40 | $95-57.9% | $5,479-99.3% | $68-41.3% |