Filed October 20, 2020 (most recent of 10 filings on file)
Total covered: 85 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,644 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$974,720 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,997 | $69,238+24.2% | $185,854-53.7% | $101,555-15.3% |
| Participation rate | 98.8% | 73.5%+25.3pp | 81.7%+17.1pp | 74.5%+24.2pp |
| Annual return | 16.57% | 21.26%-4.7pp | 122.12%-105.5pp | 21.00%-4.4pp |
| Employer contribution / active EE | $3,953 | $2,104+87.8% | $5,169-23.5% | $2,972+33.0% |
| Participant deferral / active EE | $5,493 | $3,764+45.9% | $5,569-1.4% | $4,874+12.7% |
| Admin fee / account holder | $56 | $66-16.1% | $16,246-99.7% | $139-60.1% |