Filed November 9, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $327,176 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,396 |
AON CONSULTING1 year Filed as: AON Service code 16 · EIN 22-2232264 | Consulting | $12,600 |
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 | $55,626 | $106,273-47.7% | $134,162-58.5% | $106,273-47.7% |
| Participation rate | 28.4% | 70.8%-42.4pp | 72.2%-43.7pp | 70.8%-42.4pp |
| Annual return | 25.31% | 21.70%+3.6pp | 36.35%-11.0pp | 21.70%+3.6pp |
| Employer contribution / active EE | $445 | $2,722-83.7% | $3,705-88.0% | $2,722-83.7% |
| Participant deferral / active EE | $1,106 | $4,601-76.0% | $3,500-68.4% | $4,601-76.0% |
| Admin fee / account holder | $86 | $78+9.4% | $6,685-98.7% | $78+9.4% |