Filed August 19, 2022 (most recent of 2 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $361,318 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,928 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES A Service code 27 · EIN 59-2937883 | Advisory (Plan) | $26,875 |
PENSION ASSURANCE LLP4 years Service code 10 · EIN 30-0840934 | Accounting | $18,000 |
Employer contribution per participant 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).
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 | $45,199 | $69,238-34.7% | $185,823-75.7% | $101,517-55.5% |
| Participation rate | 91.5% | 73.5%+18.0pp | 81.7%+9.8pp | 74.6%+17.0pp |
| Annual return | 16.13% | 21.26%-5.1pp | 122.05%-105.9pp | 21.00%-4.9pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,167-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $5,166 | $3,764+37.3% | $5,568-7.2% | $4,873+6.0% |
| Admin fee / account holder | $69 | $66+3.3% | $16,237-99.6% | $139-50.9% |