Filed December 12, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,652 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,975 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,579 | $102,661-26.4% | $151,645-50.2% | $66,949+12.9% |
| Participation rate | 99.6% | 85.5%+14.0pp | 87.5%+12.1pp | 69.8%+29.7pp |
| Annual return | -14.36% | -10.81%-3.5pp | 3.34%-17.7pp | 1.57%-15.9pp |
| Employer contribution / active EE | $6,345 | $4,184+51.6% | $6,165+2.9% | $2,545+149.3% |
| Participant deferral / active EE | $4,605 | $6,645-30.7% | $8,363-44.9% | $4,239+8.6% |
| Admin fee / account holder | $325 | $630-48.4% | $11,614-97.2% | $594-45.2% |