Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,158 |
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 | $62,428 | $75,419-17.2% | $392,568-84.1% | $67,584-7.6% |
| Participation rate | 70.6% | 74.8%-4.2pp | 78.1%-7.5pp | 71.3%-0.7pp |
| Annual return | 24.55% | 36.70%-12.2pp | 24.42%+0.1pp | 378.59%-354.0pp |
| Employer contribution / active EE | $1,074 | $2,636-59.3% | $3,783-71.6% | $2,148-50.0% |
| Participant deferral / active EE | $2,744 | $4,347-36.9% | $5,985-54.2% | $3,540-22.5% |
| Admin fee / account holder | $21 | $114-81.9% | $6,260-99.7% | $142-85.5% |