Filed January 30, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,563,223 |
Service code 37 · EIN 04-2647786 | Loan Processing | $774,461 |
CALLAN LLC1 year Service code 16 · EIN 94-2192581 | Consulting | $113,340 |
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 | $110,995 | $66,513+66.9% | $178,490-37.8% | $106,222+4.5% |
| Participation rate | 78.1% | 73.8%+4.4pp | 81.9%-3.8pp | 70.8%+7.3pp |
| Annual return | 16.93% | 21.81%-4.9pp | 151.07%-134.1pp | 21.69%-4.8pp |
| Employer contribution / active EE | $3,211 | $1,776+80.8% | $5,011-35.9% | $2,723+17.9% |
| Participant deferral / active EE | $5,128 | $3,679+39.4% | $5,202-1.4% | $4,600+11.5% |
| Admin fee / account holder | $108 | $53+102.4% | $13,984-99.2% | $78+38.1% |