Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $116,837 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$48,820 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $432,711 | $65,292+562.7% | $71,671+503.7% | $77,958+455.1% |
| Participation rate | 99.3% | 67.4%+31.9pp | 68.7%+30.6pp | 71.6%+27.7pp |
| Annual return | 19.41% | 21.25%-1.8pp | 20.65%-1.2pp | 20.87%-1.5pp |
| Employer contribution / active EE | $16,654 | $2,085+698.8% | $2,460+577.0% | $2,310+620.8% |
| Participant deferral / active EE | $13,979 | $3,008+364.7% | $3,438+306.6% | $3,537+295.3% |
| Admin fee / account holder | $71 | $84-16.1% | $5,558-98.7% | $97-27.2% |