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 | $62,880 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,201 |
PENSION ASSURANCE LLP4 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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,465 | $59,339-63.8% | $149,673-85.7% | $103,482-79.3% |
| Participation rate | 96.6% | 70.2%+26.4pp | 78.8%+17.8pp | 73.3%+23.3pp |
| Annual return | 18.30% | 77.78%-59.5pp | 134.42%-116.1pp | 33.11%-14.8pp |
| Employer contribution / active EE | $2,344 | $2,178+7.6% | $4,818-51.3% | $3,208-26.9% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $15 | $103-85.8% | $13,210-99.9% | $114-87.2% |