Filed September 21, 2023
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,637 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,447 | $86,341-13.8% | $125,195-40.5% | $65,186+14.2% |
| Participation rate | 66.4% | 75.3%-8.9pp | 79.8%-13.4pp | 70.2%-3.8pp |
| Annual return | 1.04% | 27.44%-26.4pp | 43.79%-42.8pp | 29.39%-28.3pp |
| Employer contribution / active EE | $2,232 | $2,040+9.4% | $3,866-42.3% | $2,177+2.5% |
| Participant deferral / active EE | $2,316 | $3,538-34.6% | $4,937-53.1% | $3,514-34.1% |
| Admin fee / account holder | $22 | $609-96.3% | $9,704-99.8% | $847-97.4% |