Filed June 10, 2022 (most recent of 3 filings on file)
Total covered: 205 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,641 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,625 |
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 | $51,105 | $56,095-8.9% | $178,510-71.4% | $90,274-43.4% |
| Participation rate | 99.9% | 65.6%+34.3pp | 81.9%+18.0pp | 73.4%+26.5pp |
| Annual return | 20.77% | 28.81%-8.0pp | 151.13%-130.4pp | 53.97%-33.2pp |
| Employer contribution / active EE | $3,381 | $1,572+115.0% | $5,011-32.5% | $2,523+34.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | -$15 | $101-115.2% | $13,988-100.1% | $114-113.4% |