Filed September 23, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $52,118 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,372 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,312 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,859 | $111,491+3.9% | $189,513-38.9% | $86,799+33.5% |
| Participation rate | 94.8% | 87.3%+7.4pp | 87.8%+7.0pp | 72.3%+22.5pp |
| Annual return | 14.87% | 83.50%-68.6pp | 555.15%-540.3pp | 97.91%-83.0pp |
| Employer contribution / active EE | $2,846 | $3,951-28.0% | $6,162-53.8% | $2,405+18.3% |
| Participant deferral / active EE | $8,884 | $6,437+38.0% | $8,221+8.1% | $4,131+115.1% |
| Admin fee / account holder | $76 | $189-59.8% | $12,045-99.4% | $170-55.3% |