Filed May 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $699,974 |
Service code 37 · EIN 04-2647786 | Loan Processing | $377,691 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $41,800 |
MORGAN LEWIS2 years Service code 29 · EIN 23-0891050 | Legal | $27,994 |
Service code 16 233 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Consulting | $25,000 |
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 | $138,477 | $89,609+54.5% | $76,667+80.6% | $89,609+54.5% |
| Participation rate | 97.1% | 69.6%+27.5pp | 72.1%+25.0pp | 69.6%+27.5pp |
| Annual return | 16.22% | 33.65%-17.4pp | 1166.74%-1150.5pp | 33.65%-17.4pp |
| Employer contribution / active EE | $4,514 | $2,584+74.7% | $2,303+96.0% | $2,584+74.7% |
| Participant deferral / active EE | $5,625 | $4,222+33.2% | $3,336+68.6% | $4,222+33.2% |
| Admin fee / account holder | $44 | $72-38.6% | $6,423-99.3% | $72-38.6% |