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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $556,361 |
SEVEN SIMPLE MACHINES3+ years Service code 15 · EIN 20-4028622 | Recordkeeping | $353,492 |
MERCER1 year Filed as: MERCER (US) INC. Service code 16 · EIN 13-2834414 | Consulting | $94,445 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $46,500 |
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 | $106,104 | $66,513+59.5% | $178,503-40.6% | $106,273-0.2% |
| Participation rate | 79.0% | 73.8%+5.3pp | 81.9%-2.9pp | 70.8%+8.2pp |
| Annual return | 18.73% | 21.81%-3.1pp | 151.12%-132.4pp | 21.70%-3.0pp |
| Employer contribution / active EE | $4,569 | $1,776+157.3% | $5,011-8.8% | $2,722+67.8% |
| Participant deferral / active EE | $7,043 | $3,679+91.4% | $5,202+35.4% | $4,601+53.1% |
| Admin fee / account holder | $86 | $53+61.3% | $13,987-99.4% | $78+10.1% |