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 | $138,636 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,258 |
PENSION ASSURANCE LLP2 years Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $14,500 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES A Service code 27 · EIN 59-2937883 | Advisory (Plan) | $13,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,195 | $69,238-66.5% | $185,854-87.5% | $101,555-77.2% |
| Participation rate | 94.8% | 73.5%+21.2pp | 81.7%+13.1pp | 74.5%+20.2pp |
| Annual return | 13.17% | 21.26%-8.1pp | 122.12%-109.0pp | 21.00%-7.8pp |
| Employer contribution / active EE | $2,175 | $2,104+3.4% | $5,169-57.9% | $2,972-26.8% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,569-100.0% | $4,874-100.0% |
| Admin fee / account holder | $29 | $66-56.5% | $16,246-99.8% | $139-79.3% |