Filed April 1, 2022 (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) | $24,895 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,386 |
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 | $94,516 | $69,238+36.5% | $185,854-49.1% | $101,555-6.9% |
| Participation rate | 93.3% | 73.5%+19.8pp | 81.7%+11.6pp | 74.5%+18.7pp |
| Annual return | 15.75% | 21.26%-5.5pp | 122.12%-106.4pp | 21.00%-5.3pp |
| Employer contribution / active EE | $4,034 | $2,104+91.7% | $5,169-22.0% | $2,972+35.7% |
| Participant deferral / active EE | $4,556 | $3,764+21.1% | $5,569-18.2% | $4,874-6.5% |
| Admin fee / account holder | -$2 | $66-103.4% | $16,246-100.0% | $139-101.6% |