Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $350,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | $90,944 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,180 | $96,188+41.6% | $76,030+79.1% | $99,313+37.1% |
| Participation rate | 99.0% | 72.7%+26.3pp | 69.1%+29.9pp | 71.7%+27.3pp |
| Annual return | 14.18% | 16.48%-2.3pp | 361.54%-347.4pp | 17.67%-3.5pp |
| Employer contribution / active EE | $2,983 | $3,167-5.8% | $2,688+11.0% | $3,264-8.6% |
| Participant deferral / active EE | $5,058 | $4,842+4.5% | $4,257+18.8% | $5,346-5.4% |
| Admin fee / account holder | $59 | $87-32.5% | $6,421-99.1% | $109-46.0% |