Filed July 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,457 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,161 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,578 | $53,204+59.0% | $155,556-45.6% | $200,096-57.7% |
| Participation rate | 94.3% | 64.1%+30.2pp | 78.2%+16.1pp | 72.0%+22.3pp |
| Annual return | 13.41% | 41.02%-27.6pp | 64.84%-51.4pp | 34.26%-20.8pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $8,202 | $3,163+159.3% | $5,631+45.7% | $5,090+61.1% |
| Admin fee / account holder | $33 | $186-82.1% | $15,885-99.8% | $269-87.6% |