Filed May 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,022 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $97,636 | $79,519+22.8% | $95,964+1.7% | $73,412+33.0% |
| Participation rate | 46.9% | 81.2%-34.3pp | 77.1%-30.2pp | 72.2%-25.3pp |
| Annual return | 22.09% | 19.20%+2.9pp | 91.64%-69.6pp | 59.30%-37.2pp |
| Employer contribution / active EE | $451 | $2,048-78.0% | $2,541-82.2% | $2,234-79.8% |
| Participant deferral / active EE | $1,981 | $4,138-52.1% | $4,167-52.5% | $3,806-48.0% |
| Admin fee / account holder | $41 | $184-78.0% | $6,797-99.4% | $158-74.3% |