Filed May 2, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,952 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,407 |
Form 5500 reported that benefits due were not provided when due.
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 | $299,074 | $72,352+313.4% | $142,516+109.9% | $71,511+318.2% |
| Participation rate | 98.0% | 71.7%+26.3pp | 76.8%+21.2pp | 67.9%+30.1pp |
| Annual return | 24.51% | 21.17%+3.3pp | 19.99%+4.5pp | 28.86%-4.3pp |
| Employer contribution / active EE | $15,928 | $3,800+319.1% | $4,849+228.5% | $2,589+515.2% |
| Participant deferral / active EE | $18,294 | $5,288+246.0% | $6,280+191.3% | $4,291+326.4% |
| Admin fee / account holder | -$12 | $1,438-100.8% | $10,008-100.1% | $1,588-100.8% |