Filed May 2, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,184 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,184 |
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 | $146,597 | $72,303+102.8% | $86,691+69.1% | $64,814+126.2% |
| Participation rate | 98.2% | 80.4%+17.8pp | 76.6%+21.6pp | 71.5%+26.7pp |
| Annual return | -18.04% | 392.77%-410.8pp | 35.94%-54.0pp | 32.84%-50.9pp |
| Employer contribution / active EE | $5,926 | $2,393+147.7% | $2,837+108.9% | $2,507+136.4% |
| Participant deferral / active EE | $9,953 | $4,660+113.6% | $4,656+113.8% | $4,310+130.9% |
| Admin fee / account holder | $89 | $174-49.1% | $7,492-98.8% | $188-52.8% |