Filed March 8, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,753 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,153 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,186 | $90,410-46.7% | $91,004-47.1% | $77,958-38.2% |
| Participation rate | 75.5% | 86.4%-10.9pp | 75.6%-0.1pp | 71.6%+3.8pp |
| Annual return | 1.69% | 21.34%-19.6pp | 4.60%-2.9pp | 20.87%-19.2pp |
| Employer contribution / active EE | $3,418 | $3,392+0.8% | $2,456+39.2% | $2,310+47.9% |
| Participant deferral / active EE | $2,669 | $4,816-44.6% | $3,548-24.8% | $3,537-24.5% |
| Admin fee / account holder | $29 | $79-63.5% | $5,417-99.5% | $97-70.4% |