Filed May 23, 2024 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $206,061 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $78,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,729 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $47,541 |
Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $8,629 |
IVINS, PHILLIPS & BARKER2 years Service code 29 · EIN 52-1229560 | Legal | $8,469 |
BELLLITHO, INC.1 year Filed as: BELL LITHO INC. Service code 36 · EIN 36-2550923 | Copying and duplicating; Participant ... | $6,374 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,925 | $94,339-47.1% | $75,501-33.9% | $177,276-71.8% |
| Participation rate | 83.5% | 80.3%+3.3pp | 72.4%+11.2pp | 74.8%+8.7pp |
| Annual return | 7.81% | 18.58%-10.8pp | 27.35%-19.5pp | 21.25%-13.4pp |
| Employer contribution / active EE | $1,290 | $2,982-56.8% | $2,352-45.2% | $2,479-48.0% |
| Participant deferral / active EE | $2,584 | $3,974-35.0% | $3,142-17.8% | $3,881-33.4% |
| Admin fee / account holder | $66 | $53+23.9% | $5,801-98.9% | $154-57.4% |