Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $99,998 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,403 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $16,000 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,661 | $50,169+72.7% | $149,740-42.1% | $80,187+8.1% |
| Participation rate | 54.1% | 64.3%-10.2pp | 78.8%-24.7pp | 72.9%-18.8pp |
| Annual return | 17.50% | 29.82%-12.3pp | 134.51%-117.0pp | 40.40%-22.9pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $3,932 | $3,194+23.1% | $5,683-30.8% | $5,016-21.6% |
| Admin fee / account holder | $64 | $153-57.8% | $13,222-99.5% | $145-55.5% |