Filed July 6, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $118,246 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,225 | $43,717+30.9% | $81,473-29.8% | $77,958-26.6% |
| Participation rate | 44.7% | 42.5%+2.1pp | 68.0%-23.3pp | 71.6%-27.0pp |
| Annual return | 19.19% | 23.83%-4.6pp | 38.78%-19.6pp | 20.87%-1.7pp |
| Employer contribution / active EE | $481 | $919-47.7% | $2,568-81.3% | $2,310-79.2% |
| Participant deferral / active EE | $4,686 | $1,783+162.8% | $3,537+32.5% | $3,537+32.5% |
| Admin fee / account holder | $78 | $108-27.6% | $4,561-98.3% | $97-19.8% |