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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $119,813 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$881,879 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,628 | $52,346+31.1% | $143,801-52.3% | $78,104-12.1% |
| Participation rate | 97.4% | 72.7%+24.7pp | 80.3%+17.1pp | 74.5%+22.9pp |
| Annual return | -16.59% | -14.19%-2.4pp | -0.04%-16.5pp | 10.90%-27.5pp |
| Employer contribution / active EE | $4,616 | $2,131+116.6% | $4,952-6.8% | $3,128+47.6% |
| Participant deferral / active EE | $6,242 | $3,800+64.2% | $5,639+10.7% | $5,089+22.7% |
| Admin fee / account holder | $54 | $63-14.8% | $14,680-99.6% | $79-31.5% |