Filed December 24, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $91,360 |
JANNEY MONTGOMERY SCOTT LLC7 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $46,026 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,808 |
COOPER SAVAS LLC1 year Filed as: COOPER SAVAS, LLC Service code 10 · EIN 27-5169784 170 SOUTH MAIN STREET · SALT LAKE CITY, UT 84101 | Accounting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,924 | $68,110-50.2% | $155,534-78.2% | $99,314-65.8% |
| Participation rate | 9.1% | 67.8%-58.7pp | 78.2%-69.1pp | 71.7%-62.6pp |
| Annual return | 14.45% | 16.16%-1.7pp | 64.92%-50.5pp | 17.67%-3.2pp |
| Employer contribution / active EE | $70 | $2,291-97.0% | $4,675-98.5% | $3,264-97.9% |
| Participant deferral / active EE | $347 | $3,865-91.0% | $5,630-93.8% | $5,346-93.5% |
| Admin fee / account holder | $151 | $94+60.6% | $15,900-99.1% | $109+38.3% |