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 | $75,786 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,739 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES A Service code 27 · EIN 59-2937883 | Advisory (Plan) | $16,250 |
PENSION ASSURANCE LLP3 years Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $14,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $19,096 | $52,346-63.5% | $143,801-86.7% | $78,104-75.6% |
| Participation rate | 96.2% | 72.7%+23.5pp | 80.3%+15.9pp | 74.5%+21.7pp |
| Annual return | -17.37% | -14.19%-3.2pp | -0.04%-17.3pp | 10.90%-28.3pp |
| Employer contribution / active EE | $2,354 | $2,131+10.5% | $4,952-52.5% | $3,128-24.7% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,639-100.0% | $5,089-100.0% |
| Admin fee / account holder | $19 | $63-69.5% | $14,680-99.9% | $79-75.5% |