Filed May 2, 2017 (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) | $11,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,781 |
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 | $154,306 | $72,770+112.0% | $67,652+128.1% | $55,191+179.6% |
| Participation rate | 96.8% | 78.8%+18.1pp | 75.7%+21.2pp | 69.2%+27.7pp |
| Annual return | 1.14% | -3.26%+4.4pp | 6625.40%-6624.3pp | 10.78%-9.6pp |
| Employer contribution / active EE | $3,752 | $1,769+112.0% | $2,266+65.6% | $1,899+97.6% |
| Participant deferral / active EE | $7,894 | $3,408+131.6% | $3,560+121.8% | $3,046+159.1% |
| Admin fee / account holder | $5 | $79-94.0% | $4,821-99.9% | $91-94.8% |