Filed December 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $178,418 |
CAMMACK LARHETTE ADVISORS2+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $50,000 |
PFK O'CONNOR DAVIES, LLP2+ years Filed as: PFK O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $15,525 |
SEYFARTH SHAW LLP2+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $9,941 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$90,193 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $279,346 | $105,581+164.6% | $70,449+296.5% | $90,288+209.4% |
| Participation rate | 71.8% | 77.5%-5.7pp | 75.1%-3.3pp | 73.4%-1.6pp |
| Annual return | 14.36% | 14.78%-0.4pp | 109.03%-94.7pp | 53.97%-39.6pp |
| Employer contribution / active EE | $3,900 | $3,304+18.0% | $2,737+42.5% | $2,524+54.5% |
| Participant deferral / active EE | $6,936 | $3,813+81.9% | $3,709+87.0% | $4,232+63.9% |
| Admin fee / account holder | $86 | $68+26.9% | $3,845-97.8% | $114-24.9% |