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 | $331,426 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,302 | $89,433-50.5% | $117,472-62.3% | $89,433-50.5% |
| Participation rate | 31.1% | 71.3%-40.2pp | 70.6%-39.5pp | 71.3%-40.2pp |
| Annual return | -20.28% | -11.88%-8.4pp | 29.77%-50.1pp | -11.88%-8.4pp |
| Employer contribution / active EE | $692 | $3,021-77.1% | $4,180-83.4% | $3,021-77.1% |
| Participant deferral / active EE | $1,711 | $5,125-66.6% | $4,072-58.0% | $5,125-66.6% |
| Admin fee / account holder | $78 | $79-1.5% | $5,646-98.6% | $79-1.5% |