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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,347 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,021 | $45,382+100.6% | $154,110-40.9% | $75,289+20.9% |
| Participation rate | 68.9% | 65.9%+3.0pp | 83.0%-14.2pp | 72.4%-3.5pp |
| Annual return | -5.78% | -0.47%-5.3pp | 735.22%-741.0pp | -0.04%-5.7pp |
| Employer contribution / active EE | $1,841 | $1,533+20.1% | $5,298-65.3% | $2,405-23.5% |
| Participant deferral / active EE | $4,482 | $2,384+88.0% | $5,081-11.8% | $3,739+19.9% |
| Admin fee / account holder | $27 | $89-70.1% | $13,412-99.8% | $102-73.9% |