Filed December 30, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,281 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,179 | $44,989+140.5% | $170,435-36.5% | $77,958+38.8% |
| Participation rate | 66.7% | 64.6%+2.1pp | 83.6%-16.9pp | 71.6%-4.9pp |
| Annual return | 0.00% | 19.61%-19.6pp | 205.94%-205.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $1,588 | $1,466+8.3% | $5,432-70.8% | $2,310-31.3% |
| Participant deferral / active EE | $3,980 | $2,208+80.3% | $4,939-19.4% | $3,537+12.5% |
| Admin fee / account holder | $32 | $69-53.2% | $13,881-99.8% | $97-66.8% |