Filed April 4, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $373,747 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $366,730 |
CALLAN ASSOCIATES1 year Service code 27 · EIN 94-2192581 | Advisory (Plan) | $101,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,489 | $169,122-42.9% | $78,002+23.7% | $329,111-70.7% |
| Participation rate | 94.3% | 88.4%+6.0pp | 75.5%+18.8pp | 67.9%+26.5pp |
| Annual return | 8.49% | 11.00%-2.5pp | 425.99%-417.5pp | 16.35%-7.9pp |
| Employer contribution / active EE | $3,568 | $5,827-38.8% | $2,470+44.5% | $2,303+54.9% |
| Participant deferral / active EE | $6,024 | $8,046-25.1% | $3,497+72.3% | $3,682+63.6% |
| Admin fee / account holder | $54 | $83-34.3% | $5,481-99.0% | $754-92.8% |