Filed December 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ROWLAND CARMICHAEL ADVISORS1+ years Filed as: ROWLAND CARMICHAEL ADVISORS,INC Service code 16 · EIN 86-0568468 | Consulting | $122,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | $71,575 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,503 | $74,498-48.3% | $94,229-59.1% | $59,188-34.9% |
| Participation rate | 96.5% | 76.8%+19.7pp | 78.8%+17.8pp | 69.4%+27.1pp |
| Annual return | 0.11% | 2.76%-2.6pp | 10.68%-10.6pp | 5.51%-5.4pp |
| Employer contribution / active EE | $3,330 | $2,077+60.3% | $3,587-7.2% | $2,098+58.7% |
| Participant deferral / active EE | $4,169 | $3,433+21.4% | $4,320-3.5% | $3,265+27.7% |
| Admin fee / account holder | $48 | $103-53.5% | $6,269-99.2% | $92-48.1% |