Filed June 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,717 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,904 |
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).
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 | $182,568 | $56,503+223.1% | $69,890+161.2% | $64,824+181.6% |
| Participation rate | 95.9% | 70.5%+25.5pp | 70.5%+25.5pp | 71.5%+24.5pp |
| Annual return | -20.11% | -13.44%-6.7pp | 190.84%-211.0pp | 32.84%-53.0pp |
| Employer contribution / active EE | $4,429 | $2,046+116.4% | $2,560+73.0% | $2,507+76.7% |
| Participant deferral / active EE | $9,557 | $3,389+182.0% | $3,848+148.3% | $4,311+121.7% |
| Admin fee / account holder | -$64 | $160-139.7% | $6,267-101.0% | $188-133.9% |