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 | $473,247 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,311 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES A Service code 27 · EIN 59-2937883 | Advisory (Plan) | $21,500 |
PENSION ASSURANCE LLP5 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).
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 | $36,804 | $52,346-29.7% | $143,801-74.4% | $78,104-52.9% |
| Participation rate | 93.8% | 72.7%+21.1pp | 80.3%+13.5pp | 74.5%+19.3pp |
| Annual return | -15.72% | -14.19%-1.5pp | -0.04%-15.7pp | 10.90%-26.6pp |
| Employer contribution / active EE | $7 | $2,131-99.7% | $4,952-99.9% | $3,128-99.8% |
| Participant deferral / active EE | $5,507 | $3,800+44.9% | $5,639-2.3% | $5,089+8.2% |
| Admin fee / account holder | $78 | $63+22.7% | $14,680-99.5% | $79-1.4% |