Filed May 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $647,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $354,177 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $95,379 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $51,400 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $8,452 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $153,386 | $106,553+44.0% | $81,370+88.5% | $106,553+44.0% |
| Participation rate | 97.4% | 69.8%+27.6pp | 69.5%+27.9pp | 69.8%+27.6pp |
| Annual return | 11.59% | 17.37%-5.8pp | 24.85%-13.3pp | 17.37%-5.8pp |
| Employer contribution / active EE | $5,762 | $3,359+71.6% | $2,464+133.9% | $3,359+71.6% |
| Participant deferral / active EE | $7,640 | $5,562+37.4% | $3,885+96.6% | $5,562+37.4% |
| Admin fee / account holder | $50 | $80-36.8% | $5,749-99.1% | $80-36.8% |