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 | $2,687,218-92.5% | $164,975+22.9% | $199,921+1.4% |
| Participation rate | 89.3% | 78.3%+11.0pp | 78.6%+10.6pp | 72.0%+17.3pp |
| Annual return | 16.42% | 17.94%-1.5pp | 70.12%-53.7pp | 34.28%-17.9pp |
| Employer contribution / active EE | $4,648 | $2,958+57.1% | $4,343+7.0% | $3,035+53.1% |
| Participant deferral / active EE | $9,507 | $5,002+90.1% | $6,033+57.6% | $5,089+86.8% |
| Admin fee / account holder | $159 | $1,988-92.0% | $12,688-98.7% | $269-40.9% |