Filed April 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,544 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,253 | $100,801-36.3% | $149,696-57.1% | $73,409-12.5% |
| Participation rate | 99.0% | 77.7%+21.3pp | 82.5%+16.5pp | 72.2%+26.8pp |
| Annual return | 24.29% | 265.34%-241.0pp | 276.60%-252.3pp | 59.29%-35.0pp |
| Employer contribution / active EE | $1,876 | $3,312-43.4% | $4,644-59.6% | $2,234-16.0% |
| Participant deferral / active EE | $7,602 | $6,404+18.7% | $6,842+11.1% | $3,805+99.8% |
| Admin fee / account holder | $15 | $181-91.8% | $9,309-99.8% | $158-90.6% |