Filed December 4, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $170,354 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,347 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,407 | $67,512+69.5% | $185,854-38.4% | $93,010+23.0% |
| Participation rate | 97.4% | 67.1%+30.2pp | 81.7%+15.7pp | 73.9%+23.5pp |
| Annual return | 12.15% | 21.04%-8.9pp | 122.12%-110.0pp | 158.70%-146.6pp |
| Employer contribution / active EE | $3,679 | $1,783+106.3% | $5,169-28.8% | $2,705+36.0% |
| Participant deferral / active EE | $6,212 | $3,035+104.7% | $5,569+11.6% | $4,561+36.2% |
| Admin fee / account holder | $109 | $318-65.8% | $16,246-99.3% | $152-28.5% |