Filed January 15, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $602,553 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,561 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $90,405 | $89,117+1.4% | $57,196+58.1% | $329,111-72.5% |
| Participation rate | 72.4% | 67.2%+5.1pp | 75.3%-3.0pp | 67.9%+4.5pp |
| Annual return | 0.00% | 7.87%-7.9pp | 14.59%-14.6pp | 16.35%-16.4pp |
| Employer contribution / active EE | $1,643 | $4,034-59.3% | $2,683-38.7% | $2,303-28.7% |
| Participant deferral / active EE | $3,275 | $3,328-1.6% | $3,096+5.8% | $3,682-11.1% |
| Admin fee / account holder | $33 | $21+53.9% | $3,141-99.0% | $754-95.7% |