Filed May 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $514,238 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $250,285 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,539 | $47,456+92.9% | $172,757-47.0% | $77,775+17.7% |
| Participation rate | 98.0% | 66.3%+31.8pp | 82.6%+15.4pp | 73.2%+24.8pp |
| Annual return | 22.36% | 35.57%-13.2pp | 803.06%-780.7pp | 32.58%-10.2pp |
| Employer contribution / active EE | $3,269 | $1,574+107.6% | $5,144-36.5% | $2,504+30.5% |
| Participant deferral / active EE | $6,531 | $2,560+155.2% | $5,198+25.7% | $3,966+64.7% |
| Admin fee / account holder | $165 | $81+104.5% | $13,956-98.8% | $100+65.2% |