Filed January 10, 2022 (most recent of 4 filings on file)
Total covered: 5 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $121,756 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,000 |
MAYNARD COOPER GALE1 year Filed as: MAYNARD NEXSEN Service code 29 · EIN 63-0864426 | Legal | $29,007 |
Filed as: TOPP MCWHORTER HARVEY Service code 10 · EIN 20-5857627 | Accounting | $19,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$153,586 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,930 | $53,204+225.0% | $155,556+11.2% | $200,096-13.6% |
| Participation rate | 74.7% | 64.1%+10.6pp | 78.2%-3.5pp | 72.0%+2.7pp |
| Annual return | 15.54% | 41.02%-25.5pp | 64.84%-49.3pp | 34.26%-18.7pp |
| Employer contribution / active EE | $3,378 | $1,850+82.6% | $4,675-27.8% | $3,038+11.2% |
| Participant deferral / active EE | $5,506 | $3,163+74.1% | $5,631-2.2% | $5,090+8.2% |
| Admin fee / account holder | $28 | $186-85.0% | $15,885-99.8% | $269-89.6% |