Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,244 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $70,000 |
IGRAD1 year Filed as: IGRAD INC. Service code 49 · EIN 26-4099061 | Other Services | $58,244 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $21,299 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$220,119 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,783 | $52,346+46.7% | $143,801-46.6% | $78,104-1.7% |
| Participation rate | 97.2% | 72.7%+24.5pp | 80.3%+16.8pp | 74.5%+22.6pp |
| Annual return | -18.33% | -14.19%-4.1pp | -0.04%-18.3pp | 10.90%-29.2pp |
| Employer contribution / active EE | $3,620 | $2,131+69.9% | $4,952-26.9% | $3,128+15.7% |
| Participant deferral / active EE | $5,635 | $3,800+48.3% | $5,639-0.1% | $5,089+10.7% |
| Admin fee / account holder | $1 | $63-98.9% | $14,680-100.0% | $79-99.1% |