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 | $92,831 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,853 |
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 | $50,778 | $34,242+48.3% | $76,518-33.6% | $75,289-32.6% |
| Participation rate | 47.0% | 43.9%+3.1pp | 68.0%-21.0pp | 72.4%-25.4pp |
| Annual return | -5.35% | -0.98%-4.4pp | -0.27%-5.1pp | -0.04%-5.3pp |
| Employer contribution / active EE | $909 | $975-6.8% | $2,647-65.7% | $2,405-62.2% |
| Participant deferral / active EE | $5,014 | $1,872+167.8% | $3,836+30.7% | $3,739+34.1% |
| Admin fee / account holder | $63 | $112-43.5% | $4,849-98.7% | $102-38.2% |