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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $175,745 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$155,438 |
Annual investment return 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 | $90,457 | $95,918-5.7% | $151,634-40.3% | $77,906+16.1% |
| Participation rate | 94.5% | 88.7%+5.7pp | 87.5%+7.0pp | 73.7%+20.8pp |
| Annual return | -17.05% | -5.50%-11.5pp | 3.32%-20.4pp | 12.16%-29.2pp |
| Employer contribution / active EE | $3,208 | $4,330-25.9% | $6,165-48.0% | $2,846+12.7% |
| Participant deferral / active EE | $5,689 | $7,508-24.2% | $8,363-32.0% | $4,805+18.4% |
| Admin fee / account holder | $25 | $93-73.5% | $11,614-99.8% | $133-81.3% |