Filed December 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $123,849 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,947 | $53,216+31.4% | $155,534-55.0% | $199,960-65.0% |
| Participation rate | 62.9% | 64.1%-1.2pp | 78.2%-15.3pp | 72.0%-9.1pp |
| Annual return | 18.04% | 41.18%-23.1pp | 64.92%-46.9pp | 34.28%-16.2pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $4,412 | $3,164+39.5% | $5,630-21.6% | $5,087-13.3% |
| Admin fee / account holder | $36 | $186-80.5% | $15,900-99.8% | $269-86.5% |