Filed August 15, 2018 (most recent of 2 filings on file)
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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $124,408 |
Service code 37 · EIN 04-2647786 | Loan Processing | $116,541 |
Form 5500 reported that benefits due were not provided when due.
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 | $137,447 | $110,699+24.2% | $177,839-22.7% | $90,274+52.3% |
| Participation rate | 88.6% | 88.3%+0.3pp | 87.7%+0.9pp | 73.4%+15.3pp |
| Annual return | 16.20% | 22.79%-6.6pp | 48.33%-32.1pp | 53.97%-37.8pp |
| Employer contribution / active EE | $3,257 | $4,118-20.9% | $5,919-45.0% | $2,523+29.1% |
| Participant deferral / active EE | $6,644 | $6,731-1.3% | $7,714-13.9% | $4,231+57.1% |
| Admin fee / account holder | $74 | $90-17.6% | $12,432-99.4% | $114-35.0% |