Filed April 6, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,798 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,931 |
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 | $31,314 | $38,833-19.4% | $78,778-60.2% | $77,958-59.8% |
| Participation rate | 89.9% | 60.9%+29.0pp | 69.2%+20.7pp | 71.6%+18.2pp |
| Annual return | 20.34% | 20.31%0pp | 35.62%-15.3pp | 20.87%-0.5pp |
| Employer contribution / active EE | $0 | $840-100.0% | $1,986-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,713 | $1,776+52.7% | $2,958-8.3% | $3,537-23.3% |
| Admin fee / account holder | $21 | $89-76.5% | $5,134-99.6% | $97-78.5% |