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 | $126,245 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,850 |
ACCUITY LLP7 years Service code 10 · EIN 20-5325889 | Accounting | $37,068 |
CARLSMITH BALL LLP7 years Service code 29 · EIN 99-0035220 | Legal | $11,517 |
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 | $189,089 | $113,568+66.5% | $67,560+179.9% | $200,096-5.5% |
| Participation rate | 96.9% | 73.3%+23.5pp | 72.9%+23.9pp | 72.0%+24.9pp |
| Annual return | 14.83% | 15.88%-1.0pp | 3533.50%-3518.7pp | 34.26%-19.4pp |
| Employer contribution / active EE | $8,158 | $3,409+139.3% | $2,737+198.1% | $3,038+168.6% |
| Participant deferral / active EE | $9,179 | $4,163+120.5% | $4,004+129.3% | $5,090+80.3% |
| Admin fee / account holder | $74 | $102-27.5% | $3,994-98.1% | $269-72.4% |