Filed May 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,239 |
THE AUDIT GROUP PLLC4+ years Filed as: THE AUDIT GROUP, P.L.L.C. Service code 10 · EIN 46-1340244 | Accounting | $6,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,241 | $69,159+37.7% | $125,175-23.9% | $67,579+40.9% |
| Participation rate | 43.4% | 78.2%-34.8pp | 79.8%-36.3pp | 71.3%-27.8pp |
| Annual return | 39.08% | 27.12%+12.0pp | 43.79%-4.7pp | 378.56%-339.5pp |
| Employer contribution / active EE | $787 | $2,023-61.1% | $3,865-79.6% | $2,148-63.4% |
| Participant deferral / active EE | $2,361 | $3,700-36.2% | $4,937-52.2% | $3,539-33.3% |
| Admin fee / account holder | $75 | $142-46.9% | $9,702-99.2% | $142-47.1% |