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 | $312,859 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,059 |
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 | $56,594 | $106,520-46.9% | $142,908-60.4% | $106,520-46.9% |
| Participation rate | 30.6% | 71.3%-40.8pp | 72.0%-41.4pp | 71.3%-40.8pp |
| Annual return | 16.15% | 19.28%-3.1pp | 5640.16%-5624.0pp | 19.28%-3.1pp |
| Employer contribution / active EE | $540 | $2,840-81.0% | $4,146-87.0% | $2,840-81.0% |
| Participant deferral / active EE | $1,346 | $4,948-72.8% | $3,838-64.9% | $4,948-72.8% |
| Admin fee / account holder | $77 | $75+2.7% | $6,560-98.8% | $75+2.7% |