Filed June 28, 2023
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,442 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $17,500 |
Service code 37 · EIN 04-2647786 OPERATIONS CO INC. 82 DEVONSHIRE ST · BOSTON, MA 02109 | Loan Processing | $4,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,805 | $56,152+72.4% | $185,861-47.9% | $73,412+31.9% |
| Participation rate | 43.6% | 67.6%-23.9pp | 78.0%-34.4pp | 72.2%-28.5pp |
| Annual return | 16.69% | 17.59%-0.9pp | 35.96%-19.3pp | 59.30%-42.6pp |
| Employer contribution / active EE | $303 | $1,532-80.2% | $4,088-92.6% | $2,234-86.4% |
| Participant deferral / active EE | $3,042 | $3,659-16.9% | $5,634-46.0% | $3,806-20.1% |
| Admin fee / account holder | $82 | $132-37.6% | $9,503-99.1% | $158-47.8% |