Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $222,845 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$306,083 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $642,411 | $81,301+690.2% | $76,030+744.9% | $200,096+221.1% |
| Participation rate | 99.4% | 70.1%+29.3pp | 69.1%+30.3pp | 72.0%+27.4pp |
| Annual return | 17.40% | 16.31%+1.1pp | 361.54%-344.1pp | 34.26%-16.9pp |
| Employer contribution / active EE | $37,283 | $3,352+1012.2% | $2,688+1287.3% | $3,038+1127.4% |
| Participant deferral / active EE | $20,205 | $4,721+328.0% | $4,257+374.6% | $5,090+297.0% |
| Admin fee / account holder | -$24 | $145-116.8% | $6,421-100.4% | $269-109.1% |