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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,534 |
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 | $101,558 | $47,456+114.0% | $172,757-41.2% | $77,775+30.6% |
| Participation rate | 68.9% | 66.3%+2.6pp | 82.6%-13.8pp | 73.2%-4.3pp |
| Annual return | 22.22% | 35.57%-13.4pp | 803.06%-780.8pp | 32.58%-10.4pp |
| Employer contribution / active EE | $1,871 | $1,574+18.8% | $5,144-63.6% | $2,504-25.3% |
| Participant deferral / active EE | $4,798 | $2,560+87.4% | $5,198-7.7% | $3,966+21.0% |
| Admin fee / account holder | $21 | $81-74.3% | $13,956-99.9% | $100-79.2% |