Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,997 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,909 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $108,593 | $88,122+23.2% | $141,200-23.1% | $67,584+60.7% |
| Participation rate | 92.5% | 76.5%+16.0pp | 82.5%+10.0pp | 71.3%+21.2pp |
| Annual return | 28.56% | 75.40%-46.8pp | 71.41%-42.8pp | 378.59%-350.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $9,924 | $5,958+66.6% | $6,710+47.9% | $3,540+180.4% |
| Admin fee / account holder | $28 | $131-78.5% | $10,265-99.7% | $142-80.2% |