Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $344,334 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$82,153 |
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 | $451,791 | $63,321+613.5% | $68,815+556.5% | $77,906+479.9% |
| Participation rate | 97.8% | 71.1%+26.7pp | 69.0%+28.8pp | 73.7%+24.1pp |
| Annual return | -16.35% | -6.50%-9.9pp | -6.37%-10.0pp | 12.16%-28.5pp |
| Employer contribution / active EE | $26,146 | $2,794+835.9% | $2,656+884.3% | $2,846+818.6% |
| Participant deferral / active EE | $16,436 | $4,029+307.9% | $3,943+316.9% | $4,805+242.0% |
| Admin fee / account holder | $68 | $104-34.9% | $4,936-98.6% | $133-48.8% |