Filed September 12, 2019 (most recent of 2 filings on file)
Total covered: 947 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $124,816 |
Service code 16 · EIN 20-8874282 | Consulting | $48,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,945 | $80,506-47.9% | $136,298-69.2% | $80,976-48.2% |
| Participation rate | 48.0% | 61.9%-13.8pp | 81.9%-33.9pp | 68.3%-20.2pp |
| Annual return | 21.27% | 27.70%-6.4pp | 5156.27%-5135.0pp | 22.91%-1.6pp |
| Employer contribution / active EE | $678 | $1,943-65.1% | $4,696-85.6% | $2,402-71.8% |
| Participant deferral / active EE | $1,788 | $4,601-61.1% | $6,247-71.4% | $3,848-53.5% |
| Admin fee / account holder | $22 | $72-69.1% | $9,244-99.8% | $67-67.1% |