Filed December 4, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,706 |
FIA1 year Service code 16 · EIN 20-4751585 | Consulting | $12,169 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,678 |
Form 5500 reported that benefits due were not provided when due.
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 | $68,553 | $37,213+84.2% | $156,551-56.2% | $63,975+7.2% |
| Participation rate | 98.3% | 65.0%+33.3pp | 84.0%+14.3pp | 71.1%+27.2pp |
| Annual return | 6.90% | 47.89%-41.0pp | 32.23%-25.3pp | 48.65%-41.7pp |
| Employer contribution / active EE | $3,394 | $1,357+150.1% | $5,501-38.3% | $2,182+55.5% |
| Participant deferral / active EE | $4,167 | $2,070+101.3% | $4,871-14.5% | $3,356+24.1% |
| Admin fee / account holder | $8 | $56-85.6% | $13,028-99.9% | $70-88.5% |