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) | $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% | $76,030+128.2% | $200,096-13.3% |
| Participation rate | 98.8% | 70.1%+28.7pp | 69.1%+29.8pp | 72.0%+26.8pp |
| Annual return | 15.24% | 16.31%-1.1pp | 361.54%-346.3pp | 34.26%-19.0pp |
| Employer contribution / active EE | $7,751 | $3,352+131.2% | $2,688+188.4% | $3,038+155.2% |
| Participant deferral / active EE | $11,118 | $4,721+135.5% | $4,257+161.2% | $5,090+118.4% |
| Admin fee / account holder | $55 | $145-62.1% | $6,421-99.1% | $269-79.6% |