Filed September 22, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $196,066 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $95,879 |
AMERICAN FUNDS10+ years Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 37-6572947 | Consulting | $48,692 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $38,502 |
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 | $202,742 | $2,703,213-92.5% | $165,100+22.8% | $200,096+1.3% |
| Participation rate | 89.3% | 78.4%+10.8pp | 78.6%+10.6pp | 72.0%+17.2pp |
| Annual return | 16.42% | 17.97%-1.5pp | 70.21%-53.8pp | 34.26%-17.8pp |
| Employer contribution / active EE | $4,648 | $2,973+56.3% | $4,348+6.9% | $3,038+53.0% |
| Participant deferral / active EE | $9,507 | $5,021+89.4% | $6,035+57.5% | $5,090+86.8% |
| Admin fee / account holder | $159 | $1,999-92.0% | $12,696-98.7% | $269-41.0% |