Filed July 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,989 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,733 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,859 | $64,286+80.2% | $106,387+8.9% | $55,725+107.9% |
| Participation rate | 97.6% | 75.2%+22.4pp | 77.5%+20.1pp | 70.9%+26.7pp |
| Annual return | -5.09% | 0.84%-5.9pp | 0.25%-5.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,363 | $2,367-0.2% | $3,520-32.9% | $2,078+13.7% |
| Participant deferral / active EE | $7,335 | $4,158+76.4% | $5,421+35.3% | $3,356+118.6% |
| Admin fee / account holder | $57 | $102-44.2% | $7,510-99.2% | $115-50.4% |