Filed September 8, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $456,398 |
Service code 37 · EIN 04-2647786 | Loan Processing | $271,079 |
JACKSON LEWIS P.C.1+ years Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $18,845 |
RR DONNELLEY1+ years Filed as: R R DONNELLEY Service code 99 · EIN 36-1004130 | Other Fees | $5,055 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $174,498 | $69,651+150.5% | $81,367+114.5% | $69,651+150.5% |
| Participation rate | 97.9% | 66.6%+31.3pp | 82.3%+15.6pp | 66.6%+31.3pp |
| Annual return | -0.82% | 53.77%-54.6pp | -0.92%+0.1pp | 53.77%-54.6pp |
| Employer contribution / active EE | $2,833 | $2,241+26.4% | $3,930-27.9% | $2,241+26.4% |
| Participant deferral / active EE | $8,407 | $3,635+131.3% | $5,383+56.2% | $3,635+131.3% |
| Admin fee / account holder | $261 | $63+312.5% | $8,926-97.1% | $63+312.5% |