Filed May 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $118,081 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,659 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $51,400 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $19,240 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $11,026 |
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 | $59,892 | $76,209-21.4% | $81,370-26.4% | $200,096-70.1% |
| Participation rate | 89.5% | 76.4%+13.2pp | 69.5%+20.0pp | 72.0%+17.5pp |
| Annual return | 9.01% | 15.55%-6.5pp | 24.85%-15.8pp | 34.26%-25.2pp |
| Employer contribution / active EE | $2,836 | $2,807+1.0% | $2,464+15.1% | $3,038-6.6% |
| Participant deferral / active EE | $4,188 | $4,210-0.5% | $3,885+7.8% | $5,090-17.7% |
| Admin fee / account holder | $54 | $146-62.9% | $5,749-99.1% | $269-79.9% |