Filed December 6, 2016
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $673,451 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $247,224 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,053 | $88,581+52.5% | $74,184+82.1% | $65,292+106.8% |
| Participation rate | 99.2% | 86.2%+13.0pp | 76.6%+22.5pp | 72.4%+26.7pp |
| Annual return | 8.96% | 11.72%-2.8pp | 17.74%-8.8pp | 11.84%-2.9pp |
| Employer contribution / active EE | $4,893 | $3,021+62.0% | $2,370+106.5% | $2,302+112.6% |
| Participant deferral / active EE | $9,155 | $4,898+86.9% | $3,550+157.9% | $3,579+155.8% |
| Admin fee / account holder | $76 | $60+27.2% | $5,586-98.6% | $57+32.6% |