Filed April 11, 2019 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,017,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $661,884 |
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 | $631,490 | $101,555+521.8% | $152,473+314.2% | $101,555+521.8% |
| Participation rate | 99.5% | 74.5%+25.0pp | 78.2%+21.3pp | 74.5%+25.0pp |
| Annual return | 20.68% | 21.00%-0.3pp | 757.59%-736.9pp | 21.00%-0.3pp |
| Employer contribution / active EE | $16,515 | $2,972+455.7% | $4,326+281.8% | $2,972+455.7% |
| Participant deferral / active EE | $18,831 | $4,874+286.3% | $5,817+223.7% | $4,874+286.3% |
| Admin fee / account holder | $155 | $139+11.1% | $15,811-99.0% | $139+11.1% |