Filed December 28, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654542 | Advisory (Plan) | $50,299 |
THE WAGNER LAW GROUP2 years Service code 29 · EIN 04-3323315 | Legal | $46,205 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $24,200 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $18,000 |
MERCER3+ years Service code 11 · EIN 13-2834417 | Actuarial | $11,324 |
COMMONWEALTH FINANCIAL NETWORK3+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 27 · EIN 04-2675571 | Advisory (Plan) | $7,942 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$383,679 |
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 | $0 | $44,989-100.0% | $170,435-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 83.6%-83.6pp | 71.6%-71.6pp |
| Annual return | 20.44% | 19.61%+0.8pp | 205.94%-185.5pp | 20.87%-0.4pp |
| Employer contribution / active EE | $20,863 | $1,466+1323.0% | $5,432+284.1% | $2,310+803.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $13,881-100.0% | $97-100.0% |