Filed September 18, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $48,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,200 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,573 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,824 | $67,512-24.7% | $185,849-72.7% | $93,010-45.4% |
| Participation rate | 93.5% | 67.1%+26.4pp | 81.7%+11.8pp | 73.9%+19.6pp |
| Annual return | 16.08% | 21.04%-5.0pp | 122.10%-106.0pp | 158.70%-142.6pp |
| Employer contribution / active EE | $973 | $1,783-45.4% | $5,169-81.2% | $2,705-64.0% |
| Participant deferral / active EE | $3,924 | $3,035+29.3% | $5,569-29.5% | $4,561-14.0% |
| Admin fee / account holder | $52 | $318-83.8% | $16,244-99.7% | $152-66.0% |