Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $222,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,805 |
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 | $173,516 | $81,301+113.4% | $76,119+128.0% | $199,960-13.2% |
| Participation rate | 98.8% | 70.1%+28.7pp | 69.1%+29.7pp | 72.0%+26.8pp |
| Annual return | 15.24% | 16.31%-1.1pp | 361.25%-346.0pp | 34.28%-19.0pp |
| Employer contribution / active EE | $7,751 | $3,352+131.2% | $2,693+187.8% | $3,036+155.3% |
| Participant deferral / active EE | $11,118 | $4,721+135.5% | $4,259+161.0% | $5,087+118.5% |
| Admin fee / account holder | $55 | $145-62.1% | $6,421-99.1% | $269-79.6% |