Filed April 11, 2019 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $751,519 |
Service code 37 · EIN 04-2647786 | Loan Processing | $548,754 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $543,054 | $146,341+271.1% | $98,920+449.0% | $93,223+482.5% |
| Participation rate | 99.6% | 89.3%+10.3pp | 76.0%+23.6pp | 74.9%+24.7pp |
| Annual return | 0.39% | 16.85%-16.5pp | 196.47%-196.1pp | 19.29%-18.9pp |
| Employer contribution / active EE | $10,683 | $4,823+121.5% | $2,689+297.2% | $2,680+298.7% |
| Participant deferral / active EE | $17,601 | $7,126+147.0% | $4,245+314.6% | $4,563+285.7% |
| Admin fee / account holder | $110 | $63+74.7% | $6,643-98.3% | $79+38.4% |