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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $300,760 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,605 |
Form 5500 reported that benefits due were not provided when due.
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 | $97,599 | $100,921-3.3% | $82,312+18.6% | $177,276-44.9% |
| Participation rate | 96.9% | 86.9%+10.0pp | 76.9%+20.0pp | 74.8%+22.1pp |
| Annual return | 19.19% | 20.33%-1.1pp | 25.88%-6.7pp | 21.25%-2.1pp |
| Employer contribution / active EE | $3,437 | $3,145+9.3% | $2,428+41.5% | $2,479+38.6% |
| Participant deferral / active EE | $5,982 | $5,192+15.2% | $3,706+61.4% | $3,881+54.2% |
| Admin fee / account holder | $79 | $64+22.5% | $5,608-98.6% | $154-49.0% |