Filed March 28, 2024 (most recent of 2 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,793 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,278 | $67,984+76.9% | $65,493+83.6% | $74,304+61.9% |
| Participation rate | 99.5% | 66.3%+33.2pp | 73.1%+26.4pp | 60.3%+39.2pp |
| Annual return | 24.41% | 19.87%+4.5pp | 982.45%-958.0pp | 29.43%-5.0pp |
| Employer contribution / active EE | $13,428 | $2,491+439.0% | $2,574+421.6% | $2,241+499.1% |
| Participant deferral / active EE | $5,964 | $3,346+78.2% | $3,961+50.6% | $3,767+58.3% |
| Admin fee / account holder | $27 | $1,373-98.0% | $5,028-99.5% | $2,969-99.1% |