Filed September 28, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $241,752 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $130,413 |
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 | $99,983 | $108,592-7.9% | $129,118-22.6% | $77,906+28.3% |
| Participation rate | 95.1% | 84.8%+10.3pp | 77.2%+17.9pp | 73.7%+21.4pp |
| Annual return | 10.76% | -13.72%+24.5pp | -10.94%+21.7pp | 12.16%-1.4pp |
| Employer contribution / active EE | $7,360 | $5,713+28.8% | $5,051+45.7% | $2,846+158.6% |
| Participant deferral / active EE | $8,122 | $7,051+15.2% | $6,539+24.2% | $4,805+69.0% |
| Admin fee / account holder | $71 | $91-21.7% | $14,305-99.5% | $133-46.1% |