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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $159,035 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$196,973 |
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 | $114,749 | $112,711+1.8% | $170,055-32.5% | $80,187+43.1% |
| Participation rate | 95.4% | 87.4%+8.0pp | 87.0%+8.4pp | 72.9%+22.5pp |
| Annual return | 19.49% | 67.06%-47.6pp | 53.43%-33.9pp | 40.40%-20.9pp |
| Employer contribution / active EE | $3,366 | $4,488-25.0% | $6,790-50.4% | $2,980+13.0% |
| Participant deferral / active EE | $6,064 | $7,861-22.9% | $10,410-41.8% | $5,016+20.9% |
| Admin fee / account holder | $26 | $99-74.1% | $12,828-99.8% | $145-82.2% |