Filed April 29, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,931 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,509 | $132,191-87.5% | $115,768-85.7% | $103,975-84.1% |
| Participation rate | 69.5% | 86.7%-17.2pp | 74.4%-4.9pp | 72.5%-3.0pp |
| Annual return | 28.82% | 15.87%+13.0pp | 100.46%-71.6pp | 19.41%+9.4pp |
| Employer contribution / active EE | $2,009 | $4,751-57.7% | $2,940-31.7% | $3,722-46.0% |
| Participant deferral / active EE | $2,616 | $7,122-63.3% | $4,917-46.8% | $5,343-51.0% |
| Admin fee / account holder | $24 | $118-79.8% | $12,439-99.8% | $332-92.8% |