Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $155,635 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,149 |
Annual investment return 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.
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 | $26,424 | $112,772-76.6% | $57,357-53.9% | $59,188-55.4% |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.1%+24.9pp | 69.4%+30.6pp |
| Annual return | -1.26% | 0.85%-2.1pp | 24.41%-25.7pp | 5.51%-6.8pp |
| Employer contribution / active EE | $3,447 | $3,400+1.4% | $2,689+28.2% | $2,098+64.3% |
| Participant deferral / active EE | $2,835 | $3,010-5.8% | $3,162-10.3% | $3,265-13.2% |
| Admin fee / account holder | $50 | $144-65.3% | $3,357-98.5% | $92-45.9% |