Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $813,480 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $132,379 |
IGRAD2 years Filed as: IGRAD INC. Service code 16 · EIN 26-4099061 | Consulting | $55,373 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $35,000 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $23,800 |
Filed as: WILLIS TOWERS WATSON Service code 28 · EIN 53-0181291 | Investment Management | $10,417 |
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 | $90,395 | $59,312+52.4% | $149,740-39.6% | $103,657-12.8% |
| Participation rate | 96.5% | 70.3%+26.2pp | 78.8%+17.7pp | 73.4%+23.1pp |
| Annual return | 21.91% | 78.03%-56.1pp | 134.51%-112.6pp | 33.13%-11.2pp |
| Employer contribution / active EE | $3,576 | $2,187+63.5% | $4,821-25.8% | $3,216+11.2% |
| Participant deferral / active EE | $5,420 | $3,719+45.7% | $5,683-4.6% | $5,218+3.9% |
| Admin fee / account holder | $93 | $103-9.0% | $13,222-99.3% | $114-18.1% |