Filed December 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $397,901 |
ROWLAND CARMICHAEL ADVISORS4 years Service code 27 · EIN 86-0568468 | Advisory (Plan) | $159,251 |
Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,296 | $82,783-32.0% | $133,982-58.0% | $90,274-37.6% |
| Participation rate | 98.4% | 81.3%+17.1pp | 79.8%+18.6pp | 73.4%+25.1pp |
| Annual return | 13.12% | 21.89%-8.8pp | 45.10%-32.0pp | 53.97%-40.9pp |
| Employer contribution / active EE | $3,043 | $2,388+27.4% | $3,919-22.4% | $2,523+20.6% |
| Participant deferral / active EE | $5,368 | $4,291+25.1% | $5,047+6.3% | $4,231+26.9% |
| Admin fee / account holder | $107 | $93+14.9% | $8,930-98.8% | $114-6.5% |