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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $142,662 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $33,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,872 | $68,330+2.3% | $149,740-53.3% | $96,393-27.5% |
| Participation rate | 40.3% | 74.6%-34.3pp | 78.8%-38.5pp | 71.3%-31.0pp |
| Annual return | 19.47% | 29.64%-10.2pp | 134.51%-115.0pp | 22.88%-3.4pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,821-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $3,684 | $4,422-16.7% | $5,683-35.2% | $5,455-32.5% |
| Admin fee / account holder | $27 | $52-47.5% | $13,222-99.8% | $74-63.0% |