Filed April 11, 2019 (most recent of 12 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $951,594 |
Service code 37 · EIN 04-2647786 | Loan Processing | $663,288 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $542,298 | $78,044+594.9% | $129,110+320.0% | $78,044+594.9% |
| Participation rate | 99.7% | 74.4%+25.3pp | 77.3%+22.5pp | 74.4%+25.3pp |
| Annual return | 4.31% | 10.87%-6.6pp | -10.94%+15.3pp | 10.87%-6.6pp |
| Employer contribution / active EE | $21,849 | $3,125+599.3% | $5,052+332.5% | $3,125+599.3% |
| Participant deferral / active EE | $17,611 | $5,084+246.4% | $6,542+169.2% | $5,084+246.4% |
| Admin fee / account holder | $136 | $79+72.3% | $14,302-99.0% | $79+72.3% |