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 | $130,892 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,502 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $49,000 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $24,864 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $16,096 |
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 | $57,049 | $73,034-21.9% | $76,891-25.8% | $80,187-28.9% |
| Participation rate | 86.7% | 78.1%+8.6pp | 69.6%+17.1pp | 72.9%+13.8pp |
| Annual return | 12.97% | 18.56%-5.6pp | 37.91%-24.9pp | 40.40%-27.4pp |
| Employer contribution / active EE | $2,469 | $2,779-11.1% | $2,534-2.5% | $2,980-17.1% |
| Participant deferral / active EE | $3,889 | $4,140-6.1% | $3,833+1.5% | $5,016-22.5% |
| Admin fee / account holder | $55 | $104-47.0% | $5,488-99.0% | $145-62.1% |