Filed April 11, 2019 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,155,246 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,948 |
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 | $509,827 | $99,313+413.4% | $153,741+231.6% | $99,313+413.4% |
| Participation rate | 99.9% | 71.7%+28.2pp | 77.1%+22.8pp | 71.7%+28.2pp |
| Annual return | 6.68% | 17.67%-11.0pp | 15.71%-9.0pp | 17.67%-11.0pp |
| Employer contribution / active EE | $22,070 | $3,264+576.1% | $5,042+337.8% | $3,264+576.1% |
| Participant deferral / active EE | $18,574 | $5,346+247.5% | $6,757+174.9% | $5,346+247.5% |
| Admin fee / account holder | $92 | $109-15.9% | $12,749-99.3% | $109-15.9% |