Filed January 13, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $79,300 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC RETIREMENT GROUP Service code 27 · EIN 59-3331424 | Advisory (Plan) | $36,436 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,429 | $41,854+125.6% | $73,836+27.9% | $52,331+80.4% |
| Participation rate | 94.4% | 66.2%+28.2pp | 73.4%+21.0pp | 68.1%+26.3pp |
| Annual return | 0.37% | 2.11%-1.7pp | 2268.06%-2267.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,079 | $1,920-43.8% | $2,787-61.3% | $1,882-42.7% |
| Participant deferral / active EE | $5,696 | $2,498+128.0% | $3,583+59.0% | $3,022+88.5% |
| Admin fee / account holder | $476 | $493-3.3% | $4,882-90.2% | $592-19.5% |