Filed March 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,656 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,471 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,294 | $53,178+39.7% | $86,251-13.9% | $74,478-0.2% |
| Participation rate | 89.0% | 64.8%+24.1pp | 69.0%+20.0pp | 70.7%+18.2pp |
| Annual return | 17.38% | 22.63%-5.2pp | 1170.54%-1153.2pp | 34.37%-17.0pp |
| Employer contribution / active EE | $1,122 | $1,210-7.3% | $2,381-52.9% | $2,637-57.5% |
| Participant deferral / active EE | $6,328 | $3,230+95.9% | $3,987+58.7% | $4,530+39.7% |
| Admin fee / account holder | $60 | $553-89.2% | $6,857-99.1% | $347-82.8% |