Filed May 5, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $152,057 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,773 |
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 | $90,404 | $115,744-21.9% | $100,415-10.0% | $200,096-54.8% |
| Participation rate | 96.4% | 85.7%+10.7pp | 81.5%+14.8pp | 72.0%+24.3pp |
| Annual return | 20.21% | 17.79%+2.4pp | 49.47%-29.3pp | 34.26%-14.1pp |
| Employer contribution / active EE | $4,309 | $3,657+17.8% | $3,943+9.3% | $3,038+41.8% |
| Participant deferral / active EE | $9,165 | $9,844-6.9% | $8,091+13.3% | $5,090+80.1% |
| Admin fee / account holder | $96 | $93+3.2% | $7,906-98.8% | $269-64.4% |