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 34 · EIN 04-2647786 | Account maintenance fees; Securities ... | $1,259,172 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $965,279 |
SEVEN SIMPLE MACHINES7+ years Service code 16 · EIN 20-4028622 | Consulting | $172,722 |
MILLIMAN, INC.4 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $143,534 |
CLARK NUBER2 years Filed as: CLARK NUBER, P.S. Service code 10 · EIN 91-1194016 | Accounting | $48,600 |
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 | $115,098 | $73,283+57.1% | $155,556-26.0% | $106,553+8.0% |
| Participation rate | 89.2% | 73.3%+15.9pp | 78.2%+11.0pp | 69.8%+19.4pp |
| Annual return | 15.14% | 15.76%-0.6pp | 64.84%-49.7pp | 17.37%-2.2pp |
| Employer contribution / active EE | $4,810 | $2,241+114.7% | $4,675+2.9% | $3,359+43.2% |
| Participant deferral / active EE | $7,997 | $4,567+75.1% | $5,631+42.0% | $5,562+43.8% |
| Admin fee / account holder | $67 | $56+19.3% | $15,885-99.6% | $80-16.3% |