Filed December 7, 2015 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $382,531 |
SEVEN SIMPLE MACHINES2+ years Service code 15 · EIN 20-4028622 5429 RUSSELL AVE NW · SEATTLE, WA 204028622 | Recordkeeping | $126,302 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 DEPT 0922 · DALLAS, TX 75312 | Accounting | $62,650 |
MERCER2+ years Filed as: PAVILION ADVISORY GROUP Service code 16 · EIN 04-3831795 227 W. MONROE STREET · CHICAGO, IL 60606 | Consulting | $61,058 |
RAGUSE ACCOUNTANCY1 year Service code 10 · EIN 56-3794230 150 EL CAMINO REAL · TUSTIN, CA 92780 | Accounting | $26,910 |
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 1455 SW BROADWAY STREET · PORTLAND, OR 97201 | Actuarial | $10,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,363 | $58,202+58.7% | $172,757-46.5% | $89,609+3.1% |
| Participation rate | 87.5% | 72.8%+14.6pp | 82.6%+4.8pp | 69.6%+17.9pp |
| Annual return | 23.27% | 61.59%-38.3pp | 803.06%-779.8pp | 33.65%-10.4pp |
| Employer contribution / active EE | $2,942 | $1,759+67.3% | $5,144-42.8% | $2,584+13.9% |
| Participant deferral / active EE | $5,367 | $3,335+61.0% | $5,198+3.3% | $4,222+27.1% |
| Admin fee / account holder | $72 | $53+37.6% | $13,956-99.5% | $72+1.0% |