Filed March 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,543 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,335 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,929 | $136,266-86.1% | $90,767-79.1% | $77,906-75.7% |
| Participation rate | 90.5% | 86.6%+3.8pp | 75.7%+14.8pp | 73.7%+16.8pp |
| Annual return | -15.25% | -11.32%-3.9pp | -12.16%-3.1pp | 12.16%-27.4pp |
| Employer contribution / active EE | $1,728 | $4,215-59.0% | $2,922-40.9% | $2,846-39.3% |
| Participant deferral / active EE | $2,628 | $6,353-58.6% | $4,565-42.4% | $4,805-45.3% |
| Admin fee / account holder | $53 | $399-86.6% | $8,445-99.4% | $133-59.7% |