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 | $103,780 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,431 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 10 · EIN 13-4008324 | Accounting | $40,000 |
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 | $118,113 | $89,274+32.3% | $149,721-21.1% | $77,958+51.5% |
| Participation rate | 89.3% | 87.6%+1.7pp | 87.1%+2.2pp | 71.6%+17.7pp |
| Annual return | 18.57% | 20.36%-1.8pp | 1501.67%-1483.1pp | 20.87%-2.3pp |
| Employer contribution / active EE | $2,972 | $3,727-20.3% | $5,444-45.4% | $2,310+28.6% |
| Participant deferral / active EE | $5,582 | $5,382+3.7% | $6,568-15.0% | $3,537+57.8% |
| Admin fee / account holder | $74 | $240-69.1% | $11,282-99.3% | $97-23.8% |