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 | $111,406 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,224 |
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.
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 | $90,067 | $46,219+94.9% | $89,414+0.7% | $90,274-0.2% |
| Participation rate | 35.5% | 44.9%-9.4pp | 68.0%-32.5pp | 73.4%-37.9pp |
| Annual return | -7.23% | 25.71%-32.9pp | 245.50%-252.7pp | 53.97%-61.2pp |
| Employer contribution / active EE | $1,069 | $953+12.2% | $2,586-58.7% | $2,523-57.6% |
| Participant deferral / active EE | $6,120 | $2,136+186.5% | $3,890+57.4% | $4,231+44.7% |
| Admin fee / account holder | $128 | $147-13.0% | $4,883-97.4% | $114+12.1% |