Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,106 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$98,733 |
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 | $152,896 | $81,321+88.0% | $68,509+123.2% | $59,188+158.3% |
| Participation rate | 96.9% | 83.8%+13.1pp | 74.7%+22.2pp | 69.4%+27.5pp |
| Annual return | 1.21% | 4.65%-3.4pp | 8.27%-7.1pp | 5.51%-4.3pp |
| Employer contribution / active EE | $6,358 | $3,297+92.9% | $2,278+179.1% | $2,098+203.1% |
| Participant deferral / active EE | $10,982 | $4,592+139.1% | $3,382+224.7% | $3,265+236.4% |
| Admin fee / account holder | -$35 | $62-156.6% | $5,275-100.7% | $92-137.9% |