Filed January 15, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,512,207 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,180,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,448 | $145,906-23.6% | $67,560+65.0% | $106,553+4.6% |
| Participation rate | 0.0% | 67.1%-67.1pp | 72.9%-72.9pp | 69.8%-69.8pp |
| Annual return | 13.91% | 15.10%-1.2pp | 3533.50%-3519.6pp | 17.37%-3.5pp |
| Employer contribution / active EE | $3,023 | $6,028-49.8% | $2,737+10.5% | $3,359-10.0% |
| Participant deferral / active EE | $6,966 | $5,093+36.8% | $4,004+74.0% | $5,562+25.2% |
| Admin fee / account holder | $63 | $38+66.9% | $3,994-98.4% | $80-20.7% |