Filed June 10, 2022 (most recent of 3 filings on file)
Total covered: 205 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,314 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$85,418 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,963 | $67,512-18.6% | $185,854-70.4% | $93,010-40.9% |
| Participation rate | 100.0% | 67.1%+32.8pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 15.62% | 21.04%-5.4pp | 122.12%-106.5pp | 158.70%-143.1pp |
| Employer contribution / active EE | $3,669 | $1,783+105.7% | $5,169-29.0% | $2,705+35.6% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | -$13 | $318-104.1% | $16,246-100.1% | $152-108.5% |