Filed June 23, 2014
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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $153,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,798 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,568 | $122,602-25.3% | $177,839-48.5% | $93,223-1.8% |
| Participation rate | 95.6% | 91.3%+4.3pp | 87.7%+7.9pp | 74.9%+20.7pp |
| Annual return | 17.35% | 22.53%-5.2pp | 48.33%-31.0pp | 19.29%-1.9pp |
| Employer contribution / active EE | $2,632 | $4,338-39.3% | $5,919-55.5% | $2,680-1.8% |
| Participant deferral / active EE | $4,326 | $7,134-39.4% | $7,714-43.9% | $4,563-5.2% |
| Admin fee / account holder | $17 | $62-72.3% | $12,432-99.9% | $79-78.5% |