Filed September 12, 2019 (most recent of 2 filings on file)
Total covered: 947 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,551 |
Service code 37 · EIN 04-2647786 | Loan Processing | $69,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,264 | $3,611,051-99.0% | $123,894-70.7% | $329,111-89.0% |
| Participation rate | 48.7% | 60.7%-12.0pp | 81.4%-32.7pp | 67.9%-19.2pp |
| Annual return | 41.03% | 14.13%+26.9pp | 47.52%-6.5pp | 16.35%+24.7pp |
| Employer contribution / active EE | $707 | $1,947-63.7% | $4,617-84.7% | $2,303-69.3% |
| Participant deferral / active EE | $1,799 | $4,426-59.3% | $5,984-69.9% | $3,682-51.1% |
| Admin fee / account holder | $23 | $9,731-99.8% | $8,357-99.7% | $754-97.0% |