Filed December 9, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISERS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $141,344 |
MCSOLEY MCCOY & CO3 years Service code 10 · EIN 03-0032737 | Accounting | $14,000 |
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$181,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,570 | $58,202+100.3% | $172,757-32.5% | $89,609+30.1% |
| Participation rate | 9.0% | 72.8%-63.8pp | 82.6%-73.6pp | 69.6%-60.5pp |
| Annual return | 22.79% | 61.59%-38.8pp | 803.06%-780.3pp | 33.65%-10.9pp |
| Employer contribution / active EE | $486 | $1,759-72.4% | $5,144-90.6% | $2,584-81.2% |
| Participant deferral / active EE | $521 | $3,335-84.4% | $5,198-90.0% | $4,222-87.7% |
| Admin fee / account holder | $0 | $53-99.3% | $13,956-100.0% | $72-99.5% |