Filed March 25, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $128,846 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,015 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,850 | $53,136-43.8% | $155,509-80.8% | $199,593-85.0% |
| Participation rate | 83.8% | 64.1%+19.8pp | 78.2%+5.6pp | 72.0%+11.9pp |
| Annual return | 11.89% | 41.15%-29.3pp | 64.67%-52.8pp | 34.25%-22.4pp |
| Employer contribution / active EE | $2,410 | $1,851+30.2% | $4,672-48.4% | $3,034-20.6% |
| Participant deferral / active EE | $4,300 | $3,161+36.0% | $5,626-23.6% | $5,087-15.5% |
| Admin fee / account holder | $91 | $185-50.7% | $15,912-99.4% | $269-66.0% |