Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $196,481 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,079 |
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 | $418,034 | $67,598+518.4% | $75,906+450.7% | $77,775+437.5% |
| Participation rate | 99.2% | 69.6%+29.7pp | 69.3%+29.9pp | 73.2%+26.0pp |
| Annual return | 25.84% | 23.18%+2.7pp | 30.73%-4.9pp | 32.58%-6.7pp |
| Employer contribution / active EE | $23,858 | $2,430+881.9% | $2,501+853.8% | $2,504+852.8% |
| Participant deferral / active EE | $15,504 | $3,502+342.8% | $3,604+330.2% | $3,966+291.0% |
| Admin fee / account holder | $48 | $96-49.7% | $5,421-99.1% | $100-51.6% |