Filed December 25, 2013
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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $97,298 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$45,453 |
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 | $76,698 | $82,422-6.9% | $67,652+13.4% | $67,505+13.6% |
| Participation rate | 95.6% | 84.2%+11.4pp | 75.7%+19.9pp | 71.2%+24.4pp |
| Annual return | 0.71% | 12.72%-12.0pp | 6625.40%-6624.7pp | 6.52%-5.8pp |
| Employer contribution / active EE | $3,450 | $2,879+19.9% | $2,266+52.3% | $2,173+58.8% |
| Participant deferral / active EE | $5,212 | $5,020+3.8% | $3,560+46.4% | $3,597+44.9% |
| Admin fee / account holder | $5 | $53-90.8% | $4,821-99.9% | $56-91.3% |