Filed December 19, 2011 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,583 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,016 | $79,240-76.0% | $117,861-83.9% | $80,976-76.5% |
| Participation rate | 99.1% | 68.1%+31.0pp | 79.7%+19.4pp | 68.3%+30.8pp |
| Annual return | 17.67% | 34.09%-16.4pp | 335.11%-317.4pp | 22.91%-5.2pp |
| Employer contribution / active EE | $3,516 | $2,142+64.1% | $3,786-7.1% | $2,402+46.4% |
| Participant deferral / active EE | $0 | $3,102-100.0% | $4,482-100.0% | $3,848-100.0% |
| Admin fee / account holder | $1 | $65-98.2% | $8,021-100.0% | $67-98.3% |