Filed April 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,846 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,792 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,557 | $110,699-30.8% | $177,839-57.0% | $90,274-15.2% |
| Participation rate | 98.1% | 88.3%+9.8pp | 87.7%+10.4pp | 73.4%+24.8pp |
| Annual return | 19.56% | 22.79%-3.2pp | 48.33%-28.8pp | 53.97%-34.4pp |
| Employer contribution / active EE | $1,928 | $4,118-53.2% | $5,919-67.4% | $2,523-23.6% |
| Participant deferral / active EE | $6,890 | $6,731+2.4% | $7,714-10.7% | $4,231+62.9% |
| Admin fee / account holder | $27 | $90-70.0% | $12,432-99.8% | $114-76.3% |