Filed March 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $665,686 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $45,560 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,104 |
COHNREZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $21,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,909 | $68,330+46.2% | $149,740-33.3% | $96,393+3.6% |
| Participation rate | 70.0% | 74.6%-4.6pp | 78.8%-8.8pp | 71.3%-1.3pp |
| Annual return | 21.29% | 29.64%-8.3pp | 134.51%-113.2pp | 22.88%-1.6pp |
| Employer contribution / active EE | $2,096 | $2,139-2.0% | $4,821-56.5% | $3,239-35.3% |
| Participant deferral / active EE | $3,885 | $4,422-12.1% | $5,683-31.6% | $5,455-28.8% |
| Admin fee / account holder | $61 | $52+17.4% | $13,222-99.5% | $74-17.4% |