Filed March 27, 2015 (most recent of 3 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 | $163,858 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,582 |
ACCUITY LLP4 years Service code 10 · EIN 20-5325889 | Accounting | $17,173 |
CARLSMITH BALL LLP4 years Service code 10 · EIN 99-0035220 | Accounting | $13,333 |
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 | $164,911 | $120,057+37.4% | $75,728+117.8% | $93,010+77.3% |
| Participation rate | 78.7% | 77.3%+1.4pp | 74.8%+3.8pp | 73.9%+4.8pp |
| Annual return | 14.67% | 19.62%-4.9pp | 104.66%-90.0pp | 158.70%-144.0pp |
| Employer contribution / active EE | $6,127 | $3,253+88.3% | $2,743+123.3% | $2,705+126.5% |
| Participant deferral / active EE | $6,702 | $4,089+63.9% | $3,820+75.4% | $4,561+47.0% |
| Admin fee / account holder | $69 | $81-14.9% | $3,620-98.1% | $152-54.3% |