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 | $187,568 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,106 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $44,000 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $27,758 |
HAGER STRATEGIC1 year Filed as: HAGER STRATEGIC, INC. Service code 16 · EIN 52-1942556 | Consulting | $16,154 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $8,432 |
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 | $62,866 | $77,197-18.6% | $86,645-27.4% | $93,010-32.4% |
| Participation rate | 86.5% | 78.2%+8.3pp | 71.7%+14.9pp | 73.9%+12.6pp |
| Annual return | 8.89% | 16.31%-7.4pp | 63.52%-54.6pp | 158.70%-149.8pp |
| Employer contribution / active EE | $2,191 | $2,514-12.8% | $2,496-12.2% | $2,705-19.0% |
| Participant deferral / active EE | $3,840 | $3,831+0.2% | $3,700+3.8% | $4,561-15.8% |
| Admin fee / account holder | $68 | $105-35.5% | $5,830-98.8% | $152-55.4% |