Filed January 10, 2022 (most recent of 4 filings on file)
Total covered: 5 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,235 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: SHERIDAN ROAD ADVISORS, LLC Service code 16 · EIN 13-4284240 | Consulting | $37,750 |
TMH2 years Filed as: TMH, PLLC Service code 10 · EIN 20-5857627 | Accounting | $19,000 |
MAYNARD COOPER GALE1 year Filed as: MAYNARD, COOPER & GALE Service code 16 · EIN 63-0864426 | Consulting | $11,852 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$103,838 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,155 | $67,512+165.4% | $185,854-3.6% | $93,010+92.6% |
| Participation rate | 86.1% | 67.1%+19.0pp | 81.7%+4.4pp | 73.9%+12.2pp |
| Annual return | 14.73% | 21.04%-6.3pp | 122.12%-107.4pp | 158.70%-144.0pp |
| Employer contribution / active EE | $3,335 | $1,783+87.0% | $5,169-35.5% | $2,705+23.3% |
| Participant deferral / active EE | $4,986 | $3,035+64.3% | $5,569-10.5% | $4,561+9.3% |
| Admin fee / account holder | $38 | $318-88.1% | $16,246-99.8% | $152-75.0% |