Filed April 14, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,495 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,010 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,826 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,146 | $69,362-4.6% | $101,248-34.7% | $73,488-10.0% |
| Participation rate | 84.9% | 68.4%+16.6pp | 75.8%+9.1pp | 70.7%+14.3pp |
| Annual return | 17.48% | 18.46%-1.0pp | 46.47%-29.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,757 | $2,628+4.9% | $3,660-24.7% | $2,270+21.4% |
| Participant deferral / active EE | $5,270 | $3,300+59.7% | $4,370+20.6% | $3,740+40.9% |
| Admin fee / account holder | $286 | $704-59.4% | $5,945-95.2% | $513-44.3% |