Filed June 29, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,440 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,184 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,897 | $47,722+119.8% | $82,719+26.8% | $64,808+61.9% |
| Participation rate | 97.0% | 67.6%+29.3pp | 72.6%+24.4pp | 71.5%+25.5pp |
| Annual return | -19.28% | -13.05%-6.2pp | 701.18%-720.5pp | 32.82%-52.1pp |
| Employer contribution / active EE | $3,205 | $2,179+47.1% | $3,009+6.5% | $2,506+27.9% |
| Participant deferral / active EE | $10,969 | $3,329+229.5% | $4,395+149.6% | $4,310+154.5% |
| Admin fee / account holder | -$5 | $143-103.6% | $5,329-100.1% | $188-102.8% |