Filed September 8, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,044,108 |
Service code 37 · EIN 04-2647786 | Loan Processing | $273,731 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,866 | $80,976+150.5% | $97,995+107.0% | $80,976+150.5% |
| Participation rate | 98.9% | 68.3%+30.6pp | 82.4%+16.5pp | 68.3%+30.6pp |
| Annual return | 13.40% | 22.91%-9.5pp | 23.94%-10.5pp | 22.91%-9.5pp |
| Employer contribution / active EE | $3,172 | $2,402+32.0% | $4,158-23.7% | $2,402+32.0% |
| Participant deferral / active EE | $9,221 | $3,848+139.6% | $5,097+80.9% | $3,848+139.6% |
| Admin fee / account holder | $299 | $67+343.2% | $5,943-95.0% | $67+343.2% |