Filed May 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $556,683 |
Service code 37 · EIN 04-2647786 | Loan Processing | $444,799 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $123,872 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $49,000 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $15,320 |
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 | $141,026 | $96,393+46.3% | $76,891+83.4% | $96,393+46.3% |
| Participation rate | 97.7% | 71.3%+26.4pp | 69.6%+28.1pp | 71.3%+26.4pp |
| Annual return | 14.89% | 22.88%-8.0pp | 37.91%-23.0pp | 22.88%-8.0pp |
| Employer contribution / active EE | $5,486 | $3,239+69.4% | $2,534+116.5% | $3,239+69.4% |
| Participant deferral / active EE | $7,208 | $5,455+32.1% | $3,833+88.1% | $5,455+32.1% |
| Admin fee / account holder | $48 | $74-34.6% | $5,488-99.1% | $74-34.6% |