Filed April 18, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $206,368 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $36,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,364 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $17,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,183 | $42,504-3.1% | $160,037-74.3% | $77,906-47.1% |
| Participation rate | 94.6% | 66.9%+27.7pp | 78.0%+16.6pp | 73.7%+20.9pp |
| Annual return | -18.08% | -12.43%-5.7pp | 408.95%-427.0pp | 12.16%-30.2pp |
| Employer contribution / active EE | $1,834 | $1,684+9.0% | $4,226-56.6% | $2,846-35.6% |
| Participant deferral / active EE | $4,886 | $3,919+24.7% | $6,184-21.0% | $4,805+1.7% |
| Admin fee / account holder | $118 | $98+20.5% | $8,716-98.7% | $133-11.3% |