Filed June 10, 2022 (most recent of 3 filings on file)
Total covered: 205 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,076 |
Filed as: FIDELITY INVEST INSTL OPERATIONS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$357,994 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,417 | $44,989+134.3% | $170,435-38.1% | $77,958+35.2% |
| Participation rate | 72.6% | 64.6%+8.0pp | 83.6%-11.0pp | 71.6%+1.0pp |
| Annual return | 21.39% | 19.61%+1.8pp | 205.94%-184.6pp | 20.87%+0.5pp |
| Employer contribution / active EE | $1,219 | $1,466-16.8% | $5,432-77.6% | $2,310-47.2% |
| Participant deferral / active EE | $4,488 | $2,208+103.3% | $4,939-9.1% | $3,537+26.9% |
| Admin fee / account holder | $1 | $69-98.1% | $13,881-100.0% | $97-98.7% |