Filed January 10, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,359 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$25,715 |
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 | $120,261 | $37,213+223.2% | $156,551-23.2% | $63,975+88.0% |
| Participation rate | 95.2% | 65.0%+30.2pp | 84.0%+11.2pp | 71.1%+24.1pp |
| Annual return | 7.42% | 47.89%-40.5pp | 32.23%-24.8pp | 48.65%-41.2pp |
| Employer contribution / active EE | $5,539 | $1,357+308.2% | $5,501+0.7% | $2,182+153.9% |
| Participant deferral / active EE | $4,824 | $2,070+133.0% | $4,871-1.0% | $3,356+43.7% |
| Admin fee / account holder | -$1 | $56-101.0% | $13,028-100.0% | $70-100.8% |