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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $663,637 |
SEVEN SIMPLE MACHINES4+ years Service code 15 · EIN 20-4028622 | Recordkeeping | $329,305 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $140,561 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $55,299 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $46,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,583 | $68,062+63.9% | $185,854-40.0% | $106,520+4.8% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.7%+8.7pp | 71.3%+19.1pp |
| Annual return | 13.24% | 18.20%-5.0pp | 122.12%-108.9pp | 19.28%-6.0pp |
| Employer contribution / active EE | $3,855 | $1,997+93.0% | $5,169-25.4% | $2,840+35.7% |
| Participant deferral / active EE | $6,621 | $3,990+65.9% | $5,569+18.9% | $4,948+33.8% |
| Admin fee / account holder | $72 | $53+35.9% | $16,246-99.6% | $75-3.8% |