Filed January 10, 2022 (most recent of 4 filings on file)
Total covered: 5 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $88,598 |
Filed as: IFP ADVISORS, INC. DBA INDEPENDENT Service code 27 · EIN 59-3331424 | Advisory (Plan) | $62,500 |
Filed as: TOPP MCWHORTER HARVERY, PLLC Service code 10 · EIN 20-5857627 | Accounting | $22,000 |
MAYNARD COOPER GALE3+ years Filed as: MAYNARD, COOPER & GALE, P.C. Service code 29 · EIN 63-0864426 | Legal | $7,169 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,671 |
Form 5500 reported that benefits due were not provided when due.
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 | $140,753 | $44,989+212.9% | $170,435-17.4% | $77,958+80.5% |
| Participation rate | 83.1% | 64.6%+18.5pp | 83.6%-0.4pp | 71.6%+11.5pp |
| Annual return | 17.38% | 19.61%-2.2pp | 205.94%-188.6pp | 20.87%-3.5pp |
| Employer contribution / active EE | $2,849 | $1,466+94.3% | $5,432-47.6% | $2,310+23.3% |
| Participant deferral / active EE | $4,114 | $2,208+86.4% | $4,939-16.7% | $3,537+16.3% |
| Admin fee / account holder | $76 | $69+9.8% | $13,881-99.5% | $97-22.3% |