Filed December 4, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $127,191 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,479 |
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764 | Consulting | $29,252 |
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 | $111,699 | $50,169+122.6% | $149,740-25.4% | $80,187+39.3% |
| Participation rate | 96.9% | 64.3%+32.7pp | 78.8%+18.1pp | 72.9%+24.0pp |
| Annual return | 16.96% | 29.82%-12.9pp | 134.51%-117.5pp | 40.40%-23.4pp |
| Employer contribution / active EE | $3,735 | $1,869+99.8% | $4,821-22.5% | $2,980+25.4% |
| Participant deferral / active EE | $6,659 | $3,194+108.5% | $5,683+17.2% | $5,016+32.7% |
| Admin fee / account holder | $94 | $153-38.6% | $13,222-99.3% | $145-35.3% |