Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,361,547 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $312,630 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $74,443 | $83,057-10.4% | $143,788-48.2% | $89,394-16.7% |
| Participation rate | 91.9% | 74.0%+17.9pp | 80.3%+11.6pp | 71.3%+20.6pp |
| Annual return | -17.19% | -13.97%-3.2pp | -0.03%-17.2pp | -11.89%-5.3pp |
| Employer contribution / active EE | $3,422 | $2,095+63.3% | $4,952-30.9% | $3,022+13.2% |
| Participant deferral / active EE | $5,962 | $4,281+39.3% | $5,638+5.8% | $5,123+16.4% |
| Admin fee / account holder | $51 | $83-38.1% | $14,675-99.6% | $79-35.3% |