Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,966 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,850 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,920 | $120,450+2.1% | $159,495-22.9% | $93,010+32.2% |
| Participation rate | 89.9% | 78.0%+11.9pp | 82.8%+7.1pp | 73.9%+16.0pp |
| Annual return | 14.69% | 27.11%-12.4pp | 263.72%-249.0pp | 158.70%-144.0pp |
| Employer contribution / active EE | $1,728 | $3,526-51.0% | $4,831-64.2% | $2,705-36.1% |
| Participant deferral / active EE | $10,421 | $7,283+43.1% | $7,354+41.7% | $4,561+128.5% |
| Admin fee / account holder | $37 | $137-73.0% | $10,804-99.7% | $152-75.7% |