Filed March 3, 2020
Total covered: 130 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $167,483 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $99,156 |
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 | $137,345 | $176,471-22.2% | $95,968+43.1% | $90,274+52.1% |
| Participation rate | 95.3% | 86.6%+8.8pp | 77.1%+18.2pp | 73.4%+22.0pp |
| Annual return | 20.09% | 20.15%-0.1pp | 91.65%-71.6pp | 53.97%-33.9pp |
| Employer contribution / active EE | $3,583 | $2,783+28.7% | $2,542+41.0% | $2,523+42.0% |
| Participant deferral / active EE | $7,421 | $5,325+39.4% | $4,167+78.1% | $4,231+75.4% |
| Admin fee / account holder | $77 | $154-50.1% | $6,798-98.9% | $114-32.5% |