Filed May 2, 2017
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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,074 | $72,137+314.6% | $142,449+110.0% | $71,457+318.5% |
| Participation rate | 98.0% | 71.7%+26.3pp | 76.8%+21.2pp | 67.9%+30.1pp |
| Annual return | 24.51% | 21.15%+3.4pp | 19.99%+4.5pp | 28.85%-4.3pp |
| Employer contribution / active EE | $15,928 | $3,793+319.9% | $4,847+228.6% | $2,588+515.6% |
| Participant deferral / active EE | $18,294 | $5,280+246.4% | $6,283+191.1% | $4,289+326.6% |
| Admin fee / account holder | -$12 | $1,433-100.8% | $10,011-100.1% | $1,587-100.8% |