Filed April 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,096 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,973 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,526 | $107,415-44.6% | $135,998-56.2% | $80,187-25.8% |
| Participation rate | 98.2% | 78.0%+20.2pp | 81.9%+16.3pp | 72.9%+25.3pp |
| Annual return | 25.45% | 91.99%-66.5pp | 68.37%-42.9pp | 40.40%-15.0pp |
| Employer contribution / active EE | $2,046 | $3,878-47.2% | $4,860-57.9% | $2,980-31.3% |
| Participant deferral / active EE | $8,317 | $8,189+1.6% | $7,761+7.2% | $5,016+65.8% |
| Admin fee / account holder | $23 | $127-82.2% | $10,769-99.8% | $145-84.4% |