Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $587,433 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,218 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP Service code 16 · EIN 41-1567437 | Consulting | $9,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,358 | $66,513+29.8% | $178,490-51.6% | $106,222-18.7% |
| Participation rate | 92.5% | 73.8%+18.7pp | 81.9%+10.6pp | 70.8%+21.7pp |
| Annual return | 16.70% | 21.81%-5.1pp | 151.07%-134.4pp | 21.69%-5.0pp |
| Employer contribution / active EE | $2,663 | $1,776+49.9% | $5,011-46.9% | $2,723-2.2% |
| Participant deferral / active EE | $5,436 | $3,679+47.7% | $5,202+4.5% | $4,600+18.2% |
| Admin fee / account holder | $41 | $53-23.9% | $13,984-99.7% | $78-48.1% |