Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $248,059 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,385 |
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 | $619,100 | $78,339+690.3% | $85,708+622.3% | $93,010+565.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 69.9%+30.1pp | 73.9%+26.1pp |
| Annual return | 15.88% | 21.17%-5.3pp | 21.49%-5.6pp | 158.70%-142.8pp |
| Employer contribution / active EE | $25,017 | $2,560+877.2% | $2,618+855.5% | $2,705+824.7% |
| Participant deferral / active EE | $16,910 | $3,882+335.6% | $3,922+331.1% | $4,561+270.8% |
| Admin fee / account holder | $48 | $104-53.5% | $6,876-99.3% | $152-68.1% |