Filed May 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $542,802 |
Service code 37 · EIN 04-2647786 | Loan Processing | $512,361 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $119,521 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $44,400 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $12,479 |
HAGER STRATEGIC2 years Filed as: HAGER STRATEGIC, INC. Service code 16 · EIN 52-1942556 | Consulting | $8,975 |
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 | $127,654 | $89,433+42.7% | $69,888+82.7% | $89,433+42.7% |
| Participation rate | 94.1% | 71.3%+22.8pp | 70.5%+23.6pp | 71.3%+22.8pp |
| Annual return | -13.70% | -11.88%-1.8pp | 190.87%-204.6pp | -11.88%-1.8pp |
| Employer contribution / active EE | $4,883 | $3,021+61.7% | $2,560+90.7% | $3,021+61.7% |
| Participant deferral / active EE | $6,547 | $5,125+27.8% | $3,849+70.1% | $5,125+27.8% |
| Admin fee / account holder | $52 | $79-35.0% | $6,267-99.2% | $79-35.0% |