Filed September 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,698 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,262 |
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 | $64,284 | $46,332+38.7% | $143,797-55.3% | $64,824-0.8% |
| Participation rate | 76.4% | 64.2%+12.1pp | 80.3%-4.0pp | 71.5%+4.9pp |
| Annual return | -18.11% | -10.05%-8.1pp | -0.04%-18.1pp | 32.84%-50.9pp |
| Employer contribution / active EE | $2,277 | $1,911+19.2% | $4,952-54.0% | $2,507-9.2% |
| Participant deferral / active EE | $3,382 | $2,647+27.8% | $5,638-40.0% | $4,311-21.5% |
| Admin fee / account holder | $84 | $154-45.3% | $14,679-99.4% | $188-55.2% |