Filed January 15, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,404,039 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $440,684 |
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 | $96,183 | $121,004-20.5% | $69,480+38.4% | $89,609+7.3% |
| Participation rate | 85.8% | 66.9%+18.8pp | 74.6%+11.2pp | 69.6%+16.2pp |
| Annual return | 23.29% | 20.21%+3.1pp | 28.99%-5.7pp | 33.65%-10.4pp |
| Employer contribution / active EE | $2,405 | $5,335-54.9% | $2,780-13.5% | $2,584-6.9% |
| Participant deferral / active EE | $5,184 | $4,335+19.6% | $3,537+46.6% | $4,222+22.8% |
| Admin fee / account holder | $62 | $32+95.5% | $3,840-98.4% | $72-13.0% |