Filed August 7, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,324 | $144,879-42.5% | $111,308-25.1% | $93,010-10.4% |
| Participation rate | 93.2% | 86.1%+7.1pp | 77.3%+15.9pp | 73.9%+19.3pp |
| Annual return | 15.47% | 18.11%-2.6pp | 54.67%-39.2pp | 158.70%-143.2pp |
| Employer contribution / active EE | $2,440 | $3,052-20.1% | $2,732-10.7% | $2,705-9.8% |
| Participant deferral / active EE | $7,252 | $5,576+30.1% | $4,487+61.6% | $4,561+59.0% |
| Admin fee / account holder | $11 | $104-89.2% | $7,965-99.9% | $152-92.6% |