Filed May 2, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,551 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,882 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,087 | $82,274+270.8% | $152,473+100.1% | $79,391+284.3% |
| Participation rate | 97.9% | 76.4%+21.5pp | 78.2%+19.7pp | 70.7%+27.2pp |
| Annual return | 16.63% | 7959.84%-7943.2pp | 757.59%-741.0pp | 116.88%-100.2pp |
| Employer contribution / active EE | $14,073 | $3,613+289.6% | $4,326+225.3% | $2,428+479.7% |
| Participant deferral / active EE | $16,328 | $4,969+228.6% | $5,817+180.7% | $4,046+303.6% |
| Admin fee / account holder | $20 | $632-96.8% | $15,811-99.9% | $627-96.8% |