Filed May 23, 2024 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $667,744 |
Service code 37 · EIN 04-2647786 | Loan Processing | $638,504 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $40,000 |
MORGAN LEWIS1 year Service code 29 · EIN 23-0891050 | Legal | $17,807 |
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 | $124,936 | $73,367+70.3% | $68,612+82.1% | $73,367+70.3% |
| Participation rate | 96.6% | 69.5%+27.1pp | 72.2%+24.3pp | 69.5%+27.1pp |
| Annual return | -7.72% | 173.45%-181.2pp | -4.63%-3.1pp | 173.45%-181.2pp |
| Employer contribution / active EE | $3,813 | $2,499+52.6% | $2,625+45.2% | $2,499+52.6% |
| Participant deferral / active EE | $4,794 | $4,033+18.9% | $3,311+44.8% | $4,033+18.9% |
| Admin fee / account holder | $50 | $68-27.3% | $5,131-99.0% | $68-27.3% |