Filed January 11, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $107,952 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,596 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,488 | $105,247+17.3% | $87,100+41.8% | $77,787+58.8% |
| Participation rate | 96.1% | 85.8%+10.3pp | 76.9%+19.3pp | 73.2%+22.9pp |
| Annual return | 22.86% | 24.52%-1.7pp | 28.19%-5.3pp | 32.57%-9.7pp |
| Employer contribution / active EE | $5,805 | $2,895+100.6% | $2,521+130.2% | $2,504+131.8% |
| Participant deferral / active EE | $4,833 | $5,060-4.5% | $4,049+19.4% | $3,967+21.8% |
| Admin fee / account holder | $21 | $104-79.9% | $7,497-99.7% | $100-79.0% |