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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $151,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$142,481 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,909 | $136,780-21.8% | $189,534-43.6% | $101,555+5.3% |
| Participation rate | 73.6% | 90.9%-17.3pp | 87.8%-14.2pp | 74.5%-1.0pp |
| Annual return | 17.46% | 37.00%-19.5pp | 555.39%-537.9pp | 21.00%-3.5pp |
| Employer contribution / active EE | $2,513 | $4,857-48.3% | $6,162-59.2% | $2,972-15.4% |
| Participant deferral / active EE | $4,277 | $7,572-43.5% | $8,220-48.0% | $4,874-12.3% |
| Admin fee / account holder | $20 | $64-69.4% | $12,049-99.8% | $139-85.9% |