Filed April 27, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SHEA LABAGH DOBBERSTEIN1 year Filed as: SHEA LABAH DOBBSTEIN Service code 16 · EIN 94-2290202 | Consulting | $38,280 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,955 |
Service code 16 · EIN 94-2952627 | Consulting | $24,229 |
Filed as: SMARTER ACTUARIAL SERVICES Service code 11 · EIN 81-5205719 | Actuarial | $23,500 |
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).
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 | $171,308 | $81,537+110.1% | $149,721+14.4% | $69,634+146.0% |
| Participation rate | 52.3% | 86.1%-33.8pp | 87.1%-34.8pp | 70.7%-18.4pp |
| Annual return | 18.26% | 22.79%-4.5pp | 1501.67%-1483.4pp | 27572.26%-27554.0pp |
| Employer contribution / active EE | $4,213 | $3,239+30.1% | $5,444-22.6% | $2,032+107.3% |
| Participant deferral / active EE | $4,619 | $4,994-7.5% | $6,568-29.7% | $3,224+43.3% |
| Admin fee / account holder | $144 | $107+35.1% | $11,282-98.7% | $110+30.7% |