Filed December 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $154,880 |
CAMMACK LARHETTE ADVISORS1+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $50,000 |
PFK O'CONNOR DAVIES, LLP1+ years Filed as: PFK O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $15,000 |
SEYFARTH SHAW LLP1+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $10,428 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$81,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,595 | $204,517+26.0% | $69,480+270.7% | $77,775+231.2% |
| Participation rate | 67.7% | 74.6%-6.9pp | 74.6%-6.9pp | 73.2%-5.5pp |
| Annual return | 19.97% | 22.10%-2.1pp | 28.99%-9.0pp | 32.58%-12.6pp |
| Employer contribution / active EE | $4,266 | $3,548+20.2% | $2,780+53.5% | $2,504+70.4% |
| Participant deferral / active EE | $6,210 | $3,478+78.5% | $3,537+75.6% | $3,966+56.6% |
| Admin fee / account holder | $82 | $101-18.6% | $3,840-97.9% | $100-18.2% |