Filed January 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $12,250 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS LLP Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,414 |
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 | $32,993 | $103,024-68.0% | $112,040-70.6% | $79,634-58.6% |
| Participation rate | 99.1% | 80.6%+18.5pp | 76.5%+22.6pp | 62.5%+36.6pp |
| Annual return | 31.43% | 17.60%+13.8pp | 24.52%+6.9pp | 36.46%-5.0pp |
| Employer contribution / active EE | $3,365 | $3,015+11.6% | $2,954+13.9% | $2,529+33.0% |
| Participant deferral / active EE | $6,267 | $5,233+19.8% | $5,098+22.9% | $3,835+63.4% |
| Admin fee / account holder | $25 | $465-94.5% | $12,098-99.8% | $1,002-97.5% |