Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,075 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,617 |
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 | $142,688 | $42,810+233.3% | $169,463-15.8% | $55,725+156.1% |
| Participation rate | 99.7% | 64.7%+35.0pp | 77.8%+21.9pp | 70.9%+28.9pp |
| Annual return | -5.72% | -3.61%-2.1pp | 1.83%-7.6pp | 244.93%-250.7pp |
| Employer contribution / active EE | $6,003 | $1,402+328.3% | $4,159+44.3% | $2,078+188.9% |
| Participant deferral / active EE | $9,603 | $3,141+205.7% | $5,277+82.0% | $3,356+186.2% |
| Admin fee / account holder | -$64 | $106-160.0% | $9,109-100.7% | $115-155.5% |