Filed May 13, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,292 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,362 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,563 | $50,626-53.5% | $84,753-72.2% | $65,292-63.9% |
| Participation rate | 87.2% | 89.2%-1.9pp | 76.6%+10.7pp | 72.4%+14.8pp |
| Annual return | 7.42% | 5.34%+2.1pp | 22.78%-15.4pp | 11.84%-4.4pp |
| Employer contribution / active EE | $523 | $3,033-82.8% | $3,574-85.4% | $2,302-77.3% |
| Participant deferral / active EE | $2,279 | $3,109-26.7% | $3,712-38.6% | $3,579-36.3% |
| Admin fee / account holder | $8 | $97-92.0% | $5,333-99.9% | $57-86.5% |