Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,899 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,954 |
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 | $89,611 | $52,346+71.2% | $143,801-37.7% | $78,104+14.7% |
| Participation rate | 60.1% | 72.7%-12.6pp | 80.3%-20.2pp | 74.5%-14.4pp |
| Annual return | -16.73% | -14.19%-2.5pp | -0.04%-16.7pp | 10.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,952-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $6,385 | $3,800+68.0% | $5,639+13.2% | $5,089+25.5% |
| Admin fee / account holder | $18 | $63-71.3% | $14,680-99.9% | $79-77.0% |