Filed April 11, 2019 (most recent of 12 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,268,398 |
Service code 21 · EIN 04-2647786 | Bank Trustee | $210,504 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $549,046 | $126,505+334.0% | $191,597+186.6% | $126,505+334.0% |
| Participation rate | 99.7% | 81.0%+18.7pp | 76.9%+22.8pp | 81.0%+18.7pp |
| Annual return | 25.14% | 14.86%+10.3pp | 27.07%-1.9pp | 14.86%+10.3pp |
| Employer contribution / active EE | $24,188 | $4,041+498.6% | $5,025+381.3% | $4,041+498.6% |
| Participant deferral / active EE | $21,895 | $6,313+246.8% | $6,850+219.6% | $6,313+246.8% |
| Admin fee / account holder | $104 | $145-28.7% | $22,799-99.5% | $145-28.7% |