Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $354,362 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$130,265 |
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 | $535,174 | $70,115+663.3% | $70,589+658.2% | $80,187+567.4% |
| Participation rate | 99.5% | 71.7%+27.8pp | 68.4%+31.1pp | 72.9%+26.5pp |
| Annual return | 21.86% | 134.51%-112.7pp | 32.80%-10.9pp | 40.40%-18.5pp |
| Employer contribution / active EE | $31,484 | $3,021+942.2% | $2,977+957.5% | $2,980+956.7% |
| Participant deferral / active EE | $18,497 | $4,495+311.5% | $4,569+304.8% | $5,016+268.7% |
| Admin fee / account holder | $54 | $112-52.0% | $6,430-99.2% | $145-62.9% |