Filed January 10, 2022 (most recent of 4 filings on file)
Total covered: 5 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,678 |
WILLIAM BLAIR1 year Filed as: WILLIAM E HAMM & ASSOCIATES DBA IN Service code 16 · EIN 59-3331424 | Consulting | $37,250 |
TMH1 year Service code 10 · EIN 20-5857627 | Accounting | $22,000 |
MAYNARD COOPER GALE4+ years Filed as: MAYNARD, COOPER & GALE, P.C. Service code 16 · EIN 63-0864426 | Consulting | $9,585 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$78,546 |
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 | $125,004 | $45,382+175.5% | $154,110-18.9% | $75,289+66.0% |
| Participation rate | 85.8% | 65.9%+19.9pp | 83.0%+2.8pp | 72.4%+13.4pp |
| Annual return | -4.65% | -0.47%-4.2pp | 735.22%-739.9pp | -0.04%-4.6pp |
| Employer contribution / active EE | $2,885 | $1,533+88.2% | $5,298-45.5% | $2,405+20.0% |
| Participant deferral / active EE | $4,226 | $2,384+77.3% | $5,081-16.8% | $3,739+13.0% |
| Admin fee / account holder | $47 | $89-47.3% | $13,412-99.6% | $102-54.0% |