Filed July 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,498 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,438 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,707 | $89,904+109.9% | $453,369-58.4% | $86,799+117.4% |
| Participation rate | 97.0% | 75.7%+21.2pp | 78.0%+19.0pp | 72.3%+24.7pp |
| Annual return | 12.98% | 19.72%-6.7pp | 64.40%-51.4pp | 97.91%-84.9pp |
| Employer contribution / active EE | $849 | $3,279-74.1% | $4,070-79.1% | $2,405-64.7% |
| Participant deferral / active EE | $8,844 | $5,114+72.9% | $6,209+42.4% | $4,131+114.1% |
| Admin fee / account holder | $105 | $156-32.7% | $11,209-99.1% | $170-38.2% |