Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $171,665 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,898 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,926 | $53,136+52.3% | $155,509-48.0% | $199,593-59.5% |
| Participation rate | 84.7% | 64.1%+20.6pp | 78.2%+6.5pp | 72.0%+12.7pp |
| Annual return | 14.55% | 41.15%-26.6pp | 64.67%-50.1pp | 34.25%-19.7pp |
| Employer contribution / active EE | $711 | $1,851-61.6% | $4,672-84.8% | $3,034-76.6% |
| Participant deferral / active EE | $6,929 | $3,161+119.2% | $5,626+23.2% | $5,087+36.2% |
| Admin fee / account holder | $47 | $185-74.8% | $15,912-99.7% | $269-82.6% |