Filed April 11, 2019 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $991,557 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,493 |
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 | $572,236 | $103,657+452.0% | $142,562+301.4% | $103,657+452.0% |
| Participation rate | 99.7% | 73.4%+26.4pp | 76.8%+23.0pp | 73.4%+26.4pp |
| Annual return | 12.84% | 33.13%-20.3pp | 20.13%-7.3pp | 33.13%-20.3pp |
| Employer contribution / active EE | $23,471 | $3,216+629.9% | $4,841+384.8% | $3,216+629.9% |
| Participant deferral / active EE | $17,160 | $5,218+228.9% | $6,280+173.3% | $5,218+228.9% |
| Admin fee / account holder | $89 | $114-22.2% | $10,012-99.1% | $114-22.2% |