Filed September 22, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $101,063 |
AMERICAN FUNDS3+ years Filed as: NEWPORT CAPITAL GROUP Service code 11 · EIN 86-1109193 | Actuarial | $81,955 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$165,386 |
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 | $160,276 | $67,228+138.4% | $117,861+36.0% | $77,958+105.6% |
| Participation rate | 95.9% | 79.4%+16.5pp | 79.7%+16.2pp | 71.6%+24.2pp |
| Annual return | 18.15% | 19.13%-1.0pp | 335.11%-317.0pp | 20.87%-2.7pp |
| Employer contribution / active EE | $3,334 | $2,211+50.8% | $3,786-11.9% | $2,310+44.3% |
| Participant deferral / active EE | $7,165 | $3,653+96.1% | $4,482+59.9% | $3,537+102.6% |
| Admin fee / account holder | $23 | $76-69.8% | $8,021-99.7% | $97-76.5% |