Filed May 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,210 |
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 | $377,464 | $73,360+414.5% | $177,989+112.1% | $74,495+406.7% |
| Participation rate | 94.2% | 66.6%+27.6pp | 77.1%+17.2pp | 67.2%+27.0pp |
| Annual return | 21.67% | 17.49%+4.2pp | 294.48%-272.8pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $11,005 | $2,216+396.5% | $3,949+178.7% | $2,623+319.6% |
| Participant deferral / active EE | $19,016 | $4,513+321.3% | $6,276+203.0% | $4,346+337.6% |
| Admin fee / account holder | -$42 | $1,808-102.3% | $10,363-100.4% | $1,942-102.2% |