Filed October 23, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $342,930 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,457 |
Form 5500 reported that benefits due were not provided when due.
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 | $109,848 | $144,879-24.2% | $111,319-1.3% | $93,010+18.1% |
| Participation rate | 95.2% | 86.1%+9.0pp | 77.3%+17.9pp | 73.9%+21.3pp |
| Annual return | 16.22% | 18.11%-1.9pp | 54.68%-38.5pp | 158.70%-142.5pp |
| Employer contribution / active EE | $2,941 | $3,052-3.7% | $2,732+7.7% | $2,705+8.7% |
| Participant deferral / active EE | $4,891 | $5,576-12.3% | $4,488+9.0% | $4,561+7.2% |
| Admin fee / account holder | $63 | $104-38.7% | $7,966-99.2% | $152-58.2% |