Filed May 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $621,551 |
Service code 37 · EIN 04-2647786 | Loan Processing | $518,541 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $44,350 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $30,688 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,866 | $106,273+41.0% | $81,726+83.4% | $106,273+41.0% |
| Participation rate | 97.1% | 70.8%+26.3pp | 72.0%+25.1pp | 70.8%+26.3pp |
| Annual return | 12.39% | 21.70%-9.3pp | 29.49%-17.1pp | 21.70%-9.3pp |
| Employer contribution / active EE | $4,526 | $2,722+66.3% | $4,311+5.0% | $2,722+66.3% |
| Participant deferral / active EE | $6,050 | $4,601+31.5% | $7,108-14.9% | $4,601+31.5% |
| Admin fee / account holder | $47 | $78-39.7% | $5,160-99.1% | $78-39.7% |