Filed October 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $342,975 |
MERCER7+ years Service code 16 · EIN 61-0736136 | Consulting | $66,463 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,104 |
CARON & BLETZER, PLLC7+ years Filed as: CARON & BLETZER Service code 16 · EIN 04-3499945 | Consulting | $27,000 |
ALSTON & BIRD LLP7+ years Service code 16 · EIN 58-0137615 | Consulting | $6,354 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $145,221 | $112,156+29.5% | $108,421+33.9% | $101,555+43.0% |
| Participation rate | 84.1% | 83.2%+0.9pp | 80.1%+3.9pp | 74.5%+9.5pp |
| Annual return | 15.23% | 15.85%-0.6pp | 905.61%-890.4pp | 21.00%-5.8pp |
| Employer contribution / active EE | $3,499 | $3,067+14.1% | $3,560-1.7% | $2,972+17.7% |
| Participant deferral / active EE | $5,486 | $6,696-18.1% | $6,564-16.4% | $4,874+12.6% |
| Admin fee / account holder | $40 | $75-46.8% | $7,298-99.5% | $139-71.6% |