Filed June 10, 2022 (most recent of 3 filings on file)
Total covered: 205 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,281 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$84,574 |
Participant 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 | $45,126 | $47,456-4.9% | $172,757-73.9% | $77,775-42.0% |
| Participation rate | 99.9% | 66.3%+33.6pp | 82.6%+17.2pp | 73.2%+26.6pp |
| Annual return | 23.14% | 35.57%-12.4pp | 803.06%-779.9pp | 32.58%-9.4pp |
| Employer contribution / active EE | $3,098 | $1,574+96.8% | $5,144-39.8% | $2,504+23.7% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | -$16 | $81-120.4% | $13,956-100.1% | $100-116.5% |