Filed February 4, 2021 (most recent of 3 filings on file)
Total covered: 29 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,218 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $32,236 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$299,476 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,758 | $58,202-12.8% | $172,757-70.6% | $89,609-43.4% |
| Participation rate | 98.3% | 72.8%+25.4pp | 82.6%+15.6pp | 69.6%+28.7pp |
| Annual return | 19.86% | 61.59%-41.7pp | 803.06%-783.2pp | 33.65%-13.8pp |
| Employer contribution / active EE | $2,920 | $1,759+66.0% | $5,144-43.2% | $2,584+13.0% |
| Participant deferral / active EE | $2,513 | $3,335-24.6% | $5,198-51.7% | $4,222-40.5% |
| Admin fee / account holder | $10 | $53-81.8% | $13,956-99.9% | $72-86.7% |