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 | $182,685 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,463 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $41,800 |
Service code 16 233 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Consulting | $25,000 |
MORGAN LEWIS2 years Service code 29 · EIN 23-0891050 | Legal | $22,265 |
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 | $53,774 | $65,708-18.2% | $76,667-29.9% | $77,775-30.9% |
| Participation rate | 85.2% | 79.0%+6.3pp | 72.1%+13.1pp | 73.2%+12.0pp |
| Annual return | 13.23% | 49.86%-36.6pp | 1166.74%-1153.5pp | 32.58%-19.3pp |
| Employer contribution / active EE | $1,523 | $2,167-29.7% | $2,303-33.9% | $2,504-39.2% |
| Participant deferral / active EE | $2,791 | $3,254-14.2% | $3,336-16.3% | $3,966-29.6% |
| Admin fee / account holder | $59 | $91-35.3% | $6,423-99.1% | $100-41.3% |