Filed April 6, 2023 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,593 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $27,795 | $33,232-16.4% | $71,796-61.3% | $63,975-56.6% |
| Participation rate | 82.6% | 60.1%+22.5pp | 69.1%+13.5pp | 71.1%+11.5pp |
| Annual return | 10.02% | 11.99%-2.0pp | 78.04%-68.0pp | 48.65%-38.6pp |
| Employer contribution / active EE | $0 | $723-100.0% | $1,924-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,568 | $1,604+60.1% | $2,794-8.1% | $3,356-23.5% |
| Admin fee / account holder | $15 | $63-75.9% | $4,815-99.7% | $70-78.3% |