Filed November 12, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,211 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,336 | $38,989+21.4% | $117,039-59.6% | $77,958-39.3% |
| Participation rate | 97.5% | 57.0%+40.6pp | 77.2%+20.3pp | 71.6%+25.9pp |
| Annual return | 19.12% | 20.61%-1.5pp | 18.95%+0.2pp | 20.87%-1.7pp |
| Employer contribution / active EE | $2,884 | $1,026+181.0% | $3,785-23.8% | $2,310+24.8% |
| Participant deferral / active EE | $2,746 | $1,621+69.4% | $3,929-30.1% | $3,537-22.3% |
| Admin fee / account holder | $41 | $76-45.5% | $5,974-99.3% | $97-57.8% |