Filed January 15, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,619,596 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $868,685 |
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 | $91,389 | $114,884-20.5% | $60,919+50.0% | $89,433+2.2% |
| Participation rate | 0.0% | 70.1%-70.1pp | 73.1%-73.1pp | 71.3%-71.3pp |
| Annual return | -15.13% | -13.42%-1.7pp | 16.98%-32.1pp | -11.88%-3.2pp |
| Employer contribution / active EE | $7,099 | $5,609+26.6% | $2,704+162.6% | $3,021+135.0% |
| Participant deferral / active EE | $3,046 | $4,846-37.1% | $3,814-20.1% | $5,125-40.6% |
| Admin fee / account holder | $66 | $37+76.3% | $3,226-98.0% | $79-17.2% |