Filed May 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,916 |
THE AUDIT GROUP PLLC2 years Filed as: THE AUDIT GROUP, P.L.L.C. Service code 10 · EIN 46-1340244 | Accounting | $5,750 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,529 | $71,192+69.3% | $117,861+2.3% | $62,293+93.5% |
| Participation rate | 55.6% | 74.2%-18.6pp | 79.7%-24.0pp | 69.5%-13.9pp |
| Annual return | 15.98% | 18.66%-2.7pp | 335.11%-319.1pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,141 | $1,934-41.0% | $3,786-69.9% | $2,042-44.1% |
| Participant deferral / active EE | $3,521 | $3,189+10.4% | $4,482-21.5% | $3,169+11.1% |
| Admin fee / account holder | $86 | $587-85.4% | $8,021-98.9% | $479-82.1% |