Filed August 15, 2018 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $146,232 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,085 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $60,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,612 | $80,354+27.7% | $133,975-23.4% | $63,975+60.4% |
| Participation rate | 88.0% | 87.5%+0.5pp | 87.1%+0.9pp | 71.1%+16.9pp |
| Annual return | 8.48% | 13.11%-4.6pp | 29.29%-20.8pp | 48.65%-40.2pp |
| Employer contribution / active EE | $2,733 | $3,503-22.0% | $5,211-47.6% | $2,182+25.3% |
| Participant deferral / active EE | $5,037 | $5,239-3.8% | $6,282-19.8% | $3,356+50.1% |
| Admin fee / account holder | $88 | $69+27.0% | $9,324-99.1% | $70+25.0% |