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 | $62,066 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,656 |
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 | $88,400 | $118,337-25.3% | $189,534-53.4% | $93,010-5.0% |
| Participation rate | 97.6% | 89.1%+8.5pp | 87.8%+9.8pp | 73.9%+23.7pp |
| Annual return | 19.29% | 21.77%-2.5pp | 555.39%-536.1pp | 158.70%-139.4pp |
| Employer contribution / active EE | $2,315 | $4,204-44.9% | $6,162-62.4% | $2,705-14.4% |
| Participant deferral / active EE | $7,560 | $7,123+6.1% | $8,220-8.0% | $4,561+65.8% |
| Admin fee / account holder | $35 | $100-64.9% | $12,049-99.7% | $152-76.9% |