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 | $78,130 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,205 |
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 | $72,325 | $95,918-24.6% | $151,634-52.3% | $77,906-7.2% |
| Participation rate | 97.7% | 88.7%+9.0pp | 87.5%+10.2pp | 73.7%+24.0pp |
| Annual return | -14.57% | -5.50%-9.1pp | 3.32%-17.9pp | 12.16%-26.7pp |
| Employer contribution / active EE | $2,287 | $4,330-47.2% | $6,165-62.9% | $2,846-19.6% |
| Participant deferral / active EE | $7,455 | $7,508-0.7% | $8,363-10.9% | $4,805+55.1% |
| Admin fee / account holder | $40 | $93-57.1% | $11,614-99.7% | $133-69.8% |