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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $163,363 |
Service code 37 · EIN 04-2647786 | Loan Processing | $75,314 |
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 | $82,632 | $88,581-6.7% | $74,184+11.4% | $65,292+26.6% |
| Participation rate | 95.7% | 86.2%+9.5pp | 76.6%+19.0pp | 72.4%+23.2pp |
| Annual return | 7.73% | 11.72%-4.0pp | 17.74%-10.0pp | 11.84%-4.1pp |
| Employer contribution / active EE | $3,318 | $3,021+9.8% | $2,370+40.0% | $2,302+44.1% |
| Participant deferral / active EE | $5,502 | $4,898+12.3% | $3,550+55.0% | $3,579+53.7% |
| Admin fee / account holder | $21 | $60-64.9% | $5,586-99.6% | $57-63.5% |