Filed October 20, 2020 (most recent of 10 filings on file)
Total covered: 85 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,482 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$645,402 |
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 | $78,302 | $63,259+23.8% | $178,510-56.1% | $93,223-16.0% |
| Participation rate | 99.0% | 72.1%+26.9pp | 81.9%+17.1pp | 74.9%+24.1pp |
| Annual return | 19.00% | 19.93%-0.9pp | 151.13%-132.1pp | 19.29%-0.3pp |
| Employer contribution / active EE | $3,075 | $1,865+64.9% | $5,011-38.6% | $2,680+14.8% |
| Participant deferral / active EE | $5,386 | $3,372+59.7% | $5,202+3.5% | $4,563+18.0% |
| Admin fee / account holder | $57 | $58-0.9% | $13,988-99.6% | $79-27.4% |