Filed May 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $683,415 |
Service code 37 · EIN 04-2647786 | Loan Processing | $234,400 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $124,085 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $44,000 |
HAGER STRATEGIC1 year Filed as: HAGER STRATEGIC, INC. Service code 16 · EIN 52-1942556 | Consulting | $16,154 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $8,403 |
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 | $164,842 | $106,520+54.8% | $86,645+90.2% | $106,520+54.8% |
| Participation rate | 95.7% | 71.3%+24.4pp | 71.7%+24.1pp | 71.3%+24.4pp |
| Annual return | 11.94% | 19.28%-7.3pp | 63.52%-51.6pp | 19.28%-7.3pp |
| Employer contribution / active EE | $5,256 | $2,840+85.1% | $2,496+110.6% | $2,840+85.1% |
| Participant deferral / active EE | $7,180 | $4,948+45.1% | $3,700+94.1% | $4,948+45.1% |
| Admin fee / account holder | $46 | $75-38.3% | $5,830-99.2% | $75-38.3% |