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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,037 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,731 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,831 | $88,730-36.0% | $82,312-31.0% | $77,958-27.1% |
| Participation rate | 81.1% | 84.5%-3.4pp | 76.9%+4.2pp | 71.6%+9.5pp |
| Annual return | 18.48% | 20.88%-2.4pp | 25.88%-7.4pp | 20.87%-2.4pp |
| Employer contribution / active EE | $759 | $2,758-72.5% | $2,428-68.7% | $2,310-67.1% |
| Participant deferral / active EE | $3,413 | $4,634-26.3% | $3,706-7.9% | $3,537-3.5% |
| Admin fee / account holder | $52 | $74-29.2% | $5,608-99.1% | $97-46.2% |