Filed January 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,709 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,870 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,307 | $99,957+85.4% | $149,696+23.8% | $73,488+152.2% |
| Participation rate | 92.2% | 75.7%+16.5pp | 82.5%+9.8pp | 70.7%+21.5pp |
| Annual return | 23.31% | 53.87%-30.6pp | 276.60%-253.3pp | 28.51%-5.2pp |
| Employer contribution / active EE | $9,431 | $3,191+195.5% | $4,644+103.1% | $2,270+315.4% |
| Participant deferral / active EE | $11,341 | $6,073+86.8% | $6,842+65.8% | $3,740+203.3% |
| Admin fee / account holder | $28 | $551-95.0% | $9,309-99.7% | $513-94.6% |