Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $522,423 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,690 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 16 · EIN 41-1567437 | Consulting | $37,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,958 | $58,202+54.6% | $172,757-47.9% | $89,609+0.4% |
| Participation rate | 92.6% | 72.8%+19.8pp | 82.6%+9.9pp | 69.6%+23.0pp |
| Annual return | 67.14% | 61.59%+5.5pp | 803.06%-735.9pp | 33.65%+33.5pp |
| Employer contribution / active EE | $3,091 | $1,759+75.8% | $5,144-39.9% | $2,584+19.6% |
| Participant deferral / active EE | $5,021 | $3,335+50.6% | $5,198-3.4% | $4,222+18.9% |
| Admin fee / account holder | $46 | $53-11.8% | $13,956-99.7% | $72-35.3% |