Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $213,408 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40 |
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 | $522,700 | $74,462+602.0% | $81,988+537.5% | $90,274+479.0% |
| Participation rate | 100.0% | 69.7%+30.3pp | 69.3%+30.7pp | 73.4%+26.6pp |
| Annual return | 23.96% | 17.56%+6.4pp | 41.32%-17.4pp | 53.97%-30.0pp |
| Employer contribution / active EE | $24,210 | $2,334+937.1% | $2,499+869.0% | $2,523+859.4% |
| Participant deferral / active EE | $16,477 | $3,602+357.4% | $3,723+342.6% | $4,231+289.5% |
| Admin fee / account holder | $61 | $98-38.1% | $5,666-98.9% | $114-46.8% |