Filed January 15, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,526,530 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $776,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,470 | $141,493-21.9% | $75,728+45.9% | $106,520+3.7% |
| Participation rate | 11.8% | 65.2%-53.4pp | 74.8%-63.0pp | 71.3%-59.5pp |
| Annual return | 15.09% | 15.80%-0.7pp | 104.66%-89.6pp | 19.28%-4.2pp |
| Employer contribution / active EE | $2,859 | $4,166-31.4% | $2,743+4.2% | $2,840+0.7% |
| Participant deferral / active EE | $6,571 | $4,740+38.6% | $3,820+72.0% | $4,948+32.8% |
| Admin fee / account holder | $65 | $40+61.5% | $3,620-98.2% | $75-12.5% |