Filed May 5, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $99,627 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,513 |
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 | $75,554 | $103,918-27.3% | $94,664-20.2% | $80,157-5.7% |
| Participation rate | 97.2% | 85.8%+11.4pp | 80.8%+16.4pp | 72.9%+24.3pp |
| Annual return | 24.83% | 27.77%-2.9pp | 156.84%-132.0pp | 40.39%-15.6pp |
| Employer contribution / active EE | $4,185 | $3,539+18.3% | $3,673+14.0% | $2,977+40.6% |
| Participant deferral / active EE | $8,772 | $9,528-7.9% | $7,417+18.3% | $5,015+74.9% |
| Admin fee / account holder | $67 | $96-30.9% | $7,222-99.1% | $145-54.0% |