Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $120,098 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $52,212 | $44,007+18.6% | $154,110-66.1% | $68,904-24.2% |
| Participation rate | 66.2% | 70.0%-3.9pp | 83.0%-16.9pp | 74.1%-8.0pp |
| Annual return | -3.53% | 8.15%-11.7pp | 735.22%-738.8pp | 1.07%-4.6pp |
| Employer contribution / active EE | $857 | $1,732-50.5% | $5,298-83.8% | $2,540-66.3% |
| Participant deferral / active EE | $2,388 | $2,813-15.1% | $5,081-53.0% | $4,015-40.5% |
| Admin fee / account holder | $39 | $65-39.1% | $13,412-99.7% | $71-44.7% |