Filed September 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,933 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $34,009 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,694 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $11,615 |
BOENNING & SCATTERGOOD2 years Filed as: BOENNING & SCATTERGOOD INC Service code 27 · EIN 23-1720062 | Advisory (Plan) | $7,009 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,119 | $67,512+35.0% | $185,823-51.0% | $93,030-2.1% |
| Participation rate | 86.5% | 67.1%+19.4pp | 81.7%+4.8pp | 73.9%+12.6pp |
| Annual return | 20.10% | 21.04%-0.9pp | 122.05%-101.9pp | 158.70%-138.6pp |
| Employer contribution / active EE | $5,179 | $1,783+190.5% | $5,167+0.2% | $2,706+91.4% |
| Participant deferral / active EE | $4,904 | $3,035+61.5% | $5,568-11.9% | $4,562+7.5% |
| Admin fee / account holder | $78 | $318-75.5% | $16,237-99.5% | $152-48.6% |