Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $112,899 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $16,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,208 |
USI CONSULTING GROUP1 year Filed as: FINDLEY USI Service code 16 · EIN 06-1053228 | Consulting | $5,776 |
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 | $89,392 | $67,512+32.4% | $185,854-51.9% | $93,010-3.9% |
| Participation rate | 65.5% | 67.1%-1.7pp | 81.7%-16.2pp | 73.9%-8.4pp |
| Annual return | 13.08% | 21.04%-8.0pp | 122.12%-109.0pp | 158.70%-145.6pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $3,305 | $3,035+8.9% | $5,569-40.7% | $4,561-27.5% |
| Admin fee / account holder | $65 | $318-79.5% | $16,246-99.6% | $152-57.0% |