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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,465 | $59,312-63.8% | $149,740-85.7% | $103,657-79.3% |
| Participation rate | 96.6% | 70.3%+26.3pp | 78.8%+17.8pp | 73.4%+23.2pp |
| Annual return | 18.30% | 78.03%-59.7pp | 134.51%-116.2pp | 33.13%-14.8pp |
| Employer contribution / active EE | $2,344 | $2,187+7.2% | $4,821-51.4% | $3,216-27.1% |
| Participant deferral / active EE | $0 | $3,719-100.0% | $5,683-100.0% | $5,218-100.0% |
| Admin fee / account holder | $15 | $103-85.7% | $13,222-99.9% | $114-87.2% |