Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $173,590 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,400 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,164 | $57,606+483.6% | $67,313+399.4% | $75,289+346.5% |
| Participation rate | 99.8% | 68.2%+31.5pp | 69.1%+30.7pp | 72.4%+27.3pp |
| Annual return | 10.93% | -0.47%+11.4pp | -4.08%+15.0pp | -0.04%+11.0pp |
| Employer contribution / active EE | $23,291 | $2,206+955.6% | $2,566+807.8% | $2,405+868.4% |
| Participant deferral / active EE | $15,485 | $3,195+384.7% | $3,568+334.0% | $3,739+314.2% |
| Admin fee / account holder | $41 | $83-50.2% | $4,507-99.1% | $102-59.7% |