Filed December 1, 2022 (most recent of 5 filings on file)
Total covered: 36 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $179,325 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,049 |
SOLTIS INVESTMENT ADVISORS2 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $34,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $17,809 | $84,572-78.9% | $68,808-74.1% | $78,104-77.2% |
| Participation rate | 52.5% | 73.3%-20.8pp | 69.0%-16.5pp | 74.5%-22.0pp |
| Annual return | -18.96% | -13.88%-5.1pp | -6.37%-12.6pp | 10.90%-29.9pp |
| Employer contribution / active EE | $281 | $3,358-91.6% | $2,656-89.4% | $3,128-91.0% |
| Participant deferral / active EE | $2,457 | $4,666-47.4% | $3,942-37.7% | $5,089-51.7% |
| Admin fee / account holder | $57 | $90-36.6% | $4,936-98.8% | $79-28.0% |