Filed June 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,642 |
Service code 37 · EIN 04-2647786 | Loan Processing | $286 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,896 | $50,199+200.6% | $69,890+115.9% | $66,949+125.4% |
| Participation rate | 96.6% | 66.3%+30.2pp | 70.5%+26.1pp | 69.8%+26.7pp |
| Annual return | -22.45% | -13.85%-8.6pp | 190.84%-213.3pp | 1.57%-24.0pp |
| Employer contribution / active EE | $4,299 | $1,864+130.6% | $2,560+67.9% | $2,545+68.9% |
| Participant deferral / active EE | $6,049 | $3,112+94.4% | $3,848+57.2% | $4,239+42.7% |
| Admin fee / account holder | $73 | $600-87.8% | $6,267-98.8% | $594-87.7% |