Filed August 19, 2015
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,717 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,607 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $121,262 | $62,324+94.6% | $68,509+77.0% | $55,191+119.7% |
| Participation rate | 98.7% | 78.9%+19.8pp | 74.7%+24.0pp | 69.2%+29.5pp |
| Annual return | 2.23% | 4.26%-2.0pp | 8.27%-6.0pp | 10.78%-8.6pp |
| Employer contribution / active EE | $9,313 | $2,223+319.0% | $2,278+308.9% | $1,899+390.5% |
| Participant deferral / active EE | $10,658 | $3,425+211.2% | $3,382+215.1% | $3,046+249.9% |
| Admin fee / account holder | $20 | $91-77.7% | $5,275-99.6% | $91-77.6% |