Filed October 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $682,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | $316,430 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING LLC Service code 16 · EIN 61-0736136 | Consulting | $57,762 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $28,700 |
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 | $113,990 | $83,595+36.4% | $86,460+31.8% | $78,104+45.9% |
| Participation rate | 94.2% | 81.9%+12.3pp | 80.3%+13.9pp | 74.5%+19.7pp |
| Annual return | -17.50% | -10.64%-6.9pp | 4399.82%-4417.3pp | 10.90%-28.4pp |
| Employer contribution / active EE | $4,195 | $3,111+34.9% | $3,771+11.3% | $3,128+34.1% |
| Participant deferral / active EE | $6,935 | $6,427+7.9% | $6,954-0.3% | $5,089+36.3% |
| Admin fee / account holder | $81 | $82-1.6% | $6,727-98.8% | $79+2.8% |