Filed January 9, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $140,280 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,762 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,233 | $110,299+9.0% | $102,423+17.4% | $199,593-39.8% |
| Participation rate | 94.9% | 86.3%+8.7pp | 76.5%+18.4pp | 72.0%+23.0pp |
| Annual return | 15.10% | 35.73%-20.6pp | 29.32%-14.2pp | 34.25%-19.2pp |
| Employer contribution / active EE | $6,096 | $3,603+69.2% | $3,023+101.6% | $3,034+100.9% |
| Participant deferral / active EE | $8,181 | $6,376+28.3% | $5,053+61.9% | $5,087+60.8% |
| Admin fee / account holder | $113 | $122-7.6% | $9,451-98.8% | $269-58.0% |