Filed December 16, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,863 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $143,130 | $45,109+217.3% | $85,240+67.9% | $77,762+84.1% |
| Participation rate | 11.3% | 48.7%-37.3pp | 67.5%-56.2pp | 70.6%-59.3pp |
| Annual return | 15.12% | 79.55%-64.4pp | 66.75%-51.6pp | 31.27%-16.1pp |
| Employer contribution / active EE | $684 | $1,602-57.3% | $2,735-75.0% | $2,728-74.9% |
| Participant deferral / active EE | $1,499 | $2,814-46.7% | $4,527-66.9% | $4,651-67.8% |
| Admin fee / account holder | $252 | $915-72.5% | $6,165-95.9% | $433-41.9% |