Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,353 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,483 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,160 | $46,966+219.7% | $185,117-18.9% | $69,631+115.7% |
| Participation rate | 99.0% | 65.3%+33.8pp | 77.3%+21.8pp | 70.7%+28.3pp |
| Annual return | 21.05% | 22.36%-1.3pp | 40.50%-19.5pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $5,625 | $1,360+313.5% | $4,182+34.5% | $2,032+176.8% |
| Participant deferral / active EE | $8,738 | $3,017+189.6% | $5,045+73.2% | $3,224+171.1% |
| Admin fee / account holder | $38 | $94-59.4% | $8,159-99.5% | $110-65.5% |