Filed January 30, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,526,408 |
Service code 37 · EIN 04-2647786 | Loan Processing | $671,028 |
CALLAN LLC3+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $126,402 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,286 | $53,684+66.3% | $170,442-47.6% | $80,976+10.3% |
| Participation rate | 74.3% | 69.2%+5.1pp | 83.6%-9.3pp | 68.3%+6.0pp |
| Annual return | 18.60% | 25.97%-7.4pp | 205.93%-187.3pp | 22.91%-4.3pp |
| Employer contribution / active EE | $2,751 | $1,642+67.6% | $5,433-49.4% | $2,402+14.5% |
| Participant deferral / active EE | $4,278 | $3,017+41.8% | $4,939-13.4% | $3,848+11.2% |
| Admin fee / account holder | $111 | $46+140.0% | $13,880-99.2% | $67+64.9% |