Filed May 2, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | $540 |
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 | $184,655 | $69,305+166.4% | $82,312+124.3% | $69,631+165.2% |
| Participation rate | 96.6% | 80.3%+16.3pp | 76.9%+19.7pp | 70.7%+25.9pp |
| Annual return | 19.52% | 21.47%-1.9pp | 25.88%-6.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $4,808 | $1,887+154.9% | $2,428+98.0% | $2,032+136.6% |
| Participant deferral / active EE | $8,892 | $3,568+149.2% | $3,706+139.9% | $3,224+175.8% |
| Admin fee / account holder | $67 | $97-30.7% | $5,608-98.8% | $110-39.0% |