Filed April 1, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC FINANCIAL SERVICES INC Service code 27 · EIN 16-1334685 | Advisory (Plan) | $93,487 |
Service code 49 · EIN 04-1590850 | Other Services | $17,536 |
CADARET GRANT & CO INC5+ years Service code 53 · EIN 22-2361254 | Insurance Commissions | $10,542 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
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 | $89,548 | $73,404+22.0% | $87,100+2.8% | $67,579+32.5% |
| Participation rate | 94.8% | 80.9%+14.0pp | 76.9%+18.0pp | 71.3%+23.5pp |
| Annual return | 21.24% | 48.29%-27.1pp | 28.19%-7.0pp | 378.56%-357.3pp |
| Employer contribution / active EE | $2,056 | $2,014+2.1% | $2,521-18.4% | $2,148-4.3% |
| Participant deferral / active EE | $4,064 | $3,913+3.9% | $4,049+0.4% | $3,539+14.8% |
| Admin fee / account holder | $145 | $142+2.5% | $7,497-98.1% | $142+2.0% |