Filed May 6, 2019 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,285 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 45-5291215 | Advisory (Plan) | $14,625 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $9,750 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $600 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,841 | $46,423+162.5% | $75,886+60.6% | $67,579+80.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 69.3%+30.7pp | 71.3%+28.7pp |
| Annual return | 22.76% | 32.29%-9.5pp | 30.76%-8.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $4,518 | $1,406+221.3% | $2,500+80.7% | $2,148+110.4% |
| Participant deferral / active EE | $6,472 | $2,564+152.4% | $3,603+79.6% | $3,539+82.9% |
| Admin fee / account holder | $168 | $132+27.6% | $5,418-96.9% | $142+18.2% |