Filed November 9, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $360,264 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $101,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,597 | $96,393-44.4% | $121,214-55.8% | $96,393-44.4% |
| Participation rate | 35.6% | 71.3%-35.6pp | 69.5%-33.9pp | 71.3%-35.6pp |
| Annual return | 24.73% | 22.88%+1.9pp | 987.67%-962.9pp | 22.88%+1.9pp |
| Employer contribution / active EE | $878 | $3,239-72.9% | $4,171-79.0% | $3,239-72.9% |
| Participant deferral / active EE | $2,139 | $5,455-60.8% | $4,084-47.6% | $5,455-60.8% |
| Admin fee / account holder | $80 | $74+7.9% | $5,647-98.6% | $74+7.9% |