Filed July 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,148 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,178 |
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 | $105,584 | $57,435+83.8% | $105,218+0.3% | $55,191+91.3% |
| Participation rate | 92.4% | 71.3%+21.0pp | 77.2%+15.1pp | 69.2%+23.2pp |
| Annual return | 1.89% | 2.97%-1.1pp | 5.33%-3.4pp | 10.78%-8.9pp |
| Employer contribution / active EE | $1,519 | $1,920-20.9% | $3,255-53.3% | $1,899-20.0% |
| Participant deferral / active EE | $4,965 | $3,495+42.0% | $4,867+2.0% | $3,046+63.0% |
| Admin fee / account holder | $25 | $70-64.1% | $6,992-99.6% | $91-72.2% |