Filed June 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $167,437 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,602 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,202 | $108,617-52.9% | $108,421-52.8% | $93,010-44.9% |
| Participation rate | 90.1% | 83.1%+7.0pp | 80.1%+10.0pp | 73.9%+16.2pp |
| Annual return | 31.65% | 21.63%+10.0pp | 905.61%-874.0pp | 158.70%-127.1pp |
| Employer contribution / active EE | $3,437 | $3,249+5.8% | $3,560-3.5% | $2,705+27.0% |
| Participant deferral / active EE | $10,472 | $7,885+32.8% | $6,564+59.5% | $4,561+129.6% |
| Admin fee / account holder | $86 | $94-8.5% | $7,298-98.8% | $152-43.6% |