Filed March 30, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,461 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,530 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $148,533 | $159,202-6.7% | $97,995+51.6% | $77,958+90.5% |
| Participation rate | 96.7% | 91.5%+5.2pp | 82.4%+14.3pp | 71.6%+25.0pp |
| Annual return | 215.31% | 28.47%+186.8pp | 23.94%+191.4pp | 20.87%+194.4pp |
| Employer contribution / active EE | $2,237 | $4,224-47.0% | $4,158-46.2% | $2,310-3.2% |
| Participant deferral / active EE | $9,267 | $7,461+24.2% | $5,097+81.8% | $3,537+162.0% |
| Admin fee / account holder | $13 | $83-83.9% | $5,943-99.8% | $97-86.3% |