Filed April 4, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,856 |
Filed as: FIDELITY INST OPS CO Service code 50 · EIN 04-2647786 | Direct Payment | $38,831 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,932 | $81,321-48.4% | $68,509-38.8% | $59,188-29.2% |
| Participation rate | 80.9% | 83.8%-2.9pp | 74.7%+6.2pp | 69.4%+11.5pp |
| Annual return | -0.35% | 4.65%-5.0pp | 8.27%-8.6pp | 5.51%-5.9pp |
| Employer contribution / active EE | $793 | $3,297-75.9% | $2,278-65.2% | $2,098-62.2% |
| Participant deferral / active EE | $1,791 | $4,592-61.0% | $3,382-47.1% | $3,265-45.2% |
| Admin fee / account holder | $16 | $62-73.8% | $5,275-99.7% | $92-82.4% |