Filed February 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,639 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,856 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,436 | $89,093+30.7% | $102,434+13.7% | $77,736+49.8% |
| Participation rate | 94.6% | 80.9%+13.7pp | 76.5%+18.1pp | 70.6%+24.0pp |
| Annual return | 15.89% | 25.03%-9.1pp | 29.46%-13.6pp | 31.26%-15.4pp |
| Employer contribution / active EE | $12,545 | $2,699+364.7% | $3,023+315.0% | $2,728+359.9% |
| Participant deferral / active EE | $11,702 | $5,147+127.4% | $5,055+131.5% | $4,651+151.6% |
| Admin fee / account holder | $75 | $236-68.3% | $9,462-99.2% | $433-82.7% |