Filed May 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,624 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,752 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,928 | $65,390+352.6% | $169,368+74.7% | $71,457+314.1% |
| Participation rate | 95.6% | 67.0%+28.7pp | 77.1%+18.5pp | 67.9%+27.7pp |
| Annual return | 27.63% | 21.31%+6.3pp | 405.60%-378.0pp | 28.85%-1.2pp |
| Employer contribution / active EE | $10,198 | $2,079+390.6% | $4,013+154.1% | $2,588+294.1% |
| Participant deferral / active EE | $17,484 | $4,367+300.4% | $6,221+181.0% | $4,289+307.7% |
| Admin fee / account holder | -$2 | $1,324-100.1% | $9,003-100.0% | $1,587-100.1% |