Filed December 4, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $178,583 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,702 |
Filed as: FIDUCIARY Service code 26 · EIN 20-4751585 | Advisory (Participants) | $13,823 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,311 | $56,095+89.5% | $178,510-40.4% | $90,274+17.8% |
| Participation rate | 96.1% | 65.6%+30.5pp | 81.9%+14.2pp | 73.4%+22.7pp |
| Annual return | 14.19% | 28.81%-14.6pp | 151.13%-136.9pp | 53.97%-39.8pp |
| Employer contribution / active EE | $3,544 | $1,572+125.4% | $5,011-29.3% | $2,523+40.5% |
| Participant deferral / active EE | $5,528 | $2,669+107.1% | $5,202+6.3% | $4,231+30.7% |
| Admin fee / account holder | $114 | $101+13.7% | $13,988-99.2% | $114+0.3% |