Filed May 13, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,997 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,664 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,119 | $59,184-57.6% | $92,240-72.8% | $177,276-85.8% |
| Participation rate | 88.6% | 85.6%+3.0pp | 76.5%+12.1pp | 74.8%+13.8pp |
| Annual return | 18.94% | 15.88%+3.1pp | 176.29%-157.4pp | 21.25%-2.3pp |
| Employer contribution / active EE | $516 | $2,985-82.7% | $3,680-86.0% | $2,479-79.2% |
| Participant deferral / active EE | $2,322 | $2,859-18.8% | $3,897-40.4% | $3,881-40.2% |
| Admin fee / account holder | $2 | $98-97.7% | $5,194-100.0% | $154-98.5% |