Filed April 28, 2016 (most recent of 3 filings on file)
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,866 |
Service code 37 · EIN 04-2647786 | Loan Processing | $103,086 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,050 | $176,471-6.5% | $95,968+72.0% | $90,274+82.8% |
| Participation rate | 97.9% | 86.6%+11.3pp | 77.1%+20.8pp | 73.4%+24.6pp |
| Annual return | 15.57% | 20.15%-4.6pp | 91.65%-76.1pp | 53.97%-38.4pp |
| Employer contribution / active EE | $4,509 | $2,783+62.0% | $2,542+77.4% | $2,523+78.7% |
| Participant deferral / active EE | $9,833 | $5,325+84.6% | $4,167+136.0% | $4,231+132.4% |
| Admin fee / account holder | $87 | $154-43.9% | $6,798-98.7% | $114-24.1% |