Filed August 14, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,426 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,869 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,547 | $185,342-39.3% | $111,308+1.1% | $86,821+29.6% |
| Participation rate | 89.5% | 81.0%+8.6pp | 77.3%+12.2pp | 72.3%+17.2pp |
| Annual return | 17.41% | 500.80%-483.4pp | 54.67%-37.3pp | 97.94%-80.5pp |
| Employer contribution / active EE | $2,864 | $2,246+27.5% | $2,732+4.8% | $2,406+19.0% |
| Participant deferral / active EE | $5,569 | $4,458+24.9% | $4,487+24.1% | $4,132+34.8% |
| Admin fee / account holder | $53 | $255-79.2% | $7,965-99.3% | $170-68.7% |