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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,277,366 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $751,587 |
SEVEN SIMPLE MACHINES6+ years Service code 16 · EIN 20-4028622 | Consulting | $207,353 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 16 · EIN 91-0675641 | Consulting | $97,034 |
CLARK NUBER1 year Filed as: CLARK NUBER, P.S. Service code 10 · EIN 91-1194016 | Accounting | $35,440 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,251 | $68,330+52.6% | $149,740-30.4% | $96,393+8.2% |
| Participation rate | 94.0% | 74.6%+19.4pp | 78.8%+15.2pp | 71.3%+22.7pp |
| Annual return | 18.01% | 29.64%-11.6pp | 134.51%-116.5pp | 22.88%-4.9pp |
| Employer contribution / active EE | $4,056 | $2,139+89.6% | $4,821-15.9% | $3,239+25.2% |
| Participant deferral / active EE | $7,367 | $4,422+66.6% | $5,683+29.6% | $5,455+35.1% |
| Admin fee / account holder | $63 | $52+21.6% | $13,222-99.5% | $74-14.5% |