Filed August 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,900 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,815 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,324 | $144,996-42.5% | $111,297-25.1% | $93,030-10.4% |
| Participation rate | 93.2% | 86.2%+7.1pp | 77.3%+15.9pp | 73.9%+19.3pp |
| Annual return | 15.47% | 18.26%-2.8pp | 54.65%-39.2pp | 158.70%-143.2pp |
| Employer contribution / active EE | $2,440 | $3,056-20.2% | $2,731-10.7% | $2,706-9.8% |
| Participant deferral / active EE | $7,252 | $5,587+29.8% | $4,487+61.6% | $4,562+59.0% |
| Admin fee / account holder | $11 | $103-89.1% | $7,964-99.9% | $152-92.6% |