Filed December 6, 2016
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $646,068 |
Service code 37 · EIN 04-2647786 | Loan Processing | $371,535 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,582 | $118,464+93.0% | $96,564+136.7% | $103,657+120.5% |
| Participation rate | 99.2% | 89.0%+10.2pp | 76.0%+23.2pp | 73.4%+25.8pp |
| Annual return | 18.47% | 18.79%-0.3pp | 25.89%-7.4pp | 33.13%-14.7pp |
| Employer contribution / active EE | $6,724 | $4,210+59.7% | $2,967+126.6% | $3,216+109.1% |
| Participant deferral / active EE | $15,379 | $7,277+111.3% | $4,852+217.0% | $5,218+194.7% |
| Admin fee / account holder | $71 | $81-12.6% | $8,256-99.1% | $114-37.9% |