Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,897 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,077 |
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 | $90,969 | $95,388-4.6% | $125,401-27.5% | $77,906+16.8% |
| Participation rate | 91.3% | 78.6%+12.7pp | 82.4%+8.9pp | 73.7%+17.6pp |
| Annual return | -14.21% | 116.19%-130.4pp | 572.53%-586.7pp | 12.16%-26.4pp |
| Employer contribution / active EE | $1,753 | $3,666-52.2% | $4,816-63.6% | $2,846-38.4% |
| Participant deferral / active EE | $9,958 | $7,711+29.1% | $7,448+33.7% | $4,805+107.2% |
| Admin fee / account holder | $35 | $119-70.5% | $10,008-99.6% | $133-73.6% |