Filed May 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $704,124 |
Service code 37 · EIN 04-2647786 | Loan Processing | $413,724 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $129,536 |
CROWE LLP9 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $53,400 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $9,569 |
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 | $172,476 | $166,271+3.7% | $90,796+90.0% | $166,271+3.7% |
| Participation rate | 97.1% | 79.1%+18.0pp | 69.5%+27.7pp | 79.1%+18.0pp |
| Annual return | 14.89% | 15.58%-0.7pp | 19.29%-4.4pp | 15.58%-0.7pp |
| Employer contribution / active EE | $5,622 | $4,136+35.9% | $2,294+145.1% | $4,136+35.9% |
| Participant deferral / active EE | $7,794 | $7,214+8.0% | $3,822+104.0% | $7,214+8.0% |
| Admin fee / account holder | $58 | $445-87.0% | $7,024-99.2% | $445-87.0% |