Filed August 7, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,742 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,352 |
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 | $46,463 | $52,293-11.1% | $178,498-74.0% | $73,412-36.7% |
| Participation rate | 85.9% | 65.3%+20.6pp | 81.9%+4.0pp | 72.2%+13.8pp |
| Annual return | 17.18% | 34.75%-17.6pp | 151.09%-133.9pp | 59.30%-42.1pp |
| Employer contribution / active EE | $2,001 | $1,735+15.3% | $5,011-60.1% | $2,234-10.4% |
| Participant deferral / active EE | $1,848 | $2,332-20.7% | $5,202-64.5% | $3,806-51.4% |
| Admin fee / account holder | $1 | $127-99.2% | $13,985-100.0% | $158-99.3% |