Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,271 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $108,520 | $69,238+56.7% | $185,854-41.6% | $101,555+6.9% |
| Participation rate | 61.3% | 73.5%-12.2pp | 81.7%-20.4pp | 74.5%-13.2pp |
| Annual return | 15.81% | 21.26%-5.5pp | 122.12%-106.3pp | 21.00%-5.2pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,169-100.0% | $2,972-100.0% |
| Participant deferral / active EE | $6,820 | $3,764+81.2% | $5,569+22.5% | $4,874+39.9% |
| Admin fee / account holder | $26 | $66-61.5% | $16,246-99.8% | $139-81.7% |