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 | $159,307 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,655 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $44,400 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $24,870 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $11,994 |
HAGER STRATEGIC2 years Filed as: HAGER STRATEGIC, INC. Service code 16 · EIN 52-1942556 | Consulting | $8,975 |
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 | $52,418 | $61,756-15.1% | $69,888-25.0% | $77,906-32.7% |
| Participation rate | 85.5% | 79.9%+5.7pp | 70.5%+15.0pp | 73.7%+11.9pp |
| Annual return | -13.50% | -11.86%-1.6pp | 190.87%-204.4pp | 12.16%-25.7pp |
| Employer contribution / active EE | $2,071 | $2,706-23.5% | $2,560-19.1% | $2,846-27.2% |
| Participant deferral / active EE | $3,704 | $3,977-6.9% | $3,849-3.8% | $4,805-22.9% |
| Admin fee / account holder | $69 | $101-31.5% | $6,267-98.9% | $133-47.7% |