Filed October 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $607,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | $472,876 |
MERCER9+ years Service code 16 · EIN 61-0736136 | Consulting | $138,508 |
CARON & BLETZER, PLLC9+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $30,800 |
ALSTON & BIRD LLP9+ years Service code 16 · EIN 58-0137615 | Consulting | $10,010 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,742 | $103,482+23.4% | $94,646+35.0% | $103,482+23.4% |
| Participation rate | 91.2% | 73.3%+17.9pp | 80.8%+10.4pp | 73.3%+17.9pp |
| Annual return | 19.18% | 33.11%-13.9pp | 156.71%-137.5pp | 33.11%-13.9pp |
| Employer contribution / active EE | $4,235 | $3,208+32.0% | $3,672+15.3% | $3,208+32.0% |
| Participant deferral / active EE | $6,913 | $5,207+32.8% | $7,418-6.8% | $5,207+32.8% |
| Admin fee / account holder | $91 | $114-20.0% | $7,231-98.7% | $114-20.0% |