Filed January 30, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,721,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | $800,264 |
CALLAN LLC1 year Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $94,800 |
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 | $82,910 | $46,969+76.5% | $154,107-46.2% | $73,367+13.0% |
| Participation rate | 71.2% | 72.4%-1.2pp | 83.0%-11.9pp | 69.5%+1.7pp |
| Annual return | -5.13% | 821.68%-826.8pp | 735.12%-740.2pp | 173.45%-178.6pp |
| Employer contribution / active EE | $2,586 | $1,723+50.1% | $5,298-51.2% | $2,499+3.5% |
| Participant deferral / active EE | $4,044 | $3,162+27.9% | $5,081-20.4% | $4,033+0.3% |
| Admin fee / account holder | $120 | $47+157.8% | $13,411-99.1% | $68+75.7% |