Filed May 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $574,502 |
Service code 37 · EIN 04-2647786 | Loan Processing | $508,724 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $80,000 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $51,152 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LLC Service code 29 · EIN 43-0602162 | Legal | $26,397 |
IVINS, PHILLIPS & BARKER2 years Service code 29 · EIN 52-1229560 | Legal | $12,880 |
Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $8,637 |
BELLLITHO, INC.1 year Service code 36 · EIN 36-2550923 | Copying and duplicating; Participant ... | $7,856 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $141,940 | $80,976+75.3% | $75,501+88.0% | $80,976+75.3% |
| Participation rate | 96.8% | 68.3%+28.5pp | 72.4%+24.4pp | 68.3%+28.5pp |
| Annual return | 10.06% | 22.91%-12.8pp | 27.35%-17.3pp | 22.91%-12.8pp |
| Employer contribution / active EE | $4,474 | $2,402+86.2% | $2,352+90.2% | $2,402+86.2% |
| Participant deferral / active EE | $5,115 | $3,848+32.9% | $3,142+62.8% | $3,848+32.9% |
| Admin fee / account holder | $47 | $67-30.7% | $5,801-99.2% | $67-30.7% |