Filed December 4, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,171 |
Filed as: FIDUCIARY Service code 16 · EIN 03-0183483 | Consulting | $50,300 |
FIA2 years Service code 16 · EIN 20-4751585 | Consulting | $39,102 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$50,456 |
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 | $80,698 | $44,989+79.4% | $170,435-52.7% | $77,958+3.5% |
| Participation rate | 96.9% | 64.6%+32.3pp | 83.6%+13.3pp | 71.6%+25.3pp |
| Annual return | 19.30% | 19.61%-0.3pp | 205.94%-186.6pp | 20.87%-1.6pp |
| Employer contribution / active EE | $3,331 | $1,466+127.2% | $5,432-38.7% | $2,310+44.2% |
| Participant deferral / active EE | $4,381 | $2,208+98.4% | $4,939-11.3% | $3,537+23.9% |
| Admin fee / account holder | $44 | $69-36.8% | $13,881-99.7% | $97-55.2% |