Filed May 13, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,751 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$108,948 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,492 | $78,226-66.1% | $92,916-71.5% | $82,204-67.8% |
| Participation rate | 89.9% | 82.7%+7.2pp | 76.0%+13.9pp | 73.4%+16.5pp |
| Annual return | 28.65% | 19.33%+9.3pp | 109.45%-80.8pp | 26.31%+2.3pp |
| Employer contribution / active EE | $1,082 | $3,911-72.3% | $3,654-70.4% | $2,707-60.0% |
| Participant deferral / active EE | $2,857 | $3,648-21.7% | $4,238-32.6% | $4,246-32.7% |
| Admin fee / account holder | $12 | $119-90.3% | $5,796-99.8% | $76-84.8% |