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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,516 | $81,357+113.3% | $75,972+128.4% | $199,593-13.1% |
| Participation rate | 98.8% | 69.9%+28.9pp | 69.1%+29.8pp | 72.0%+26.8pp |
| Annual return | 15.24% | 16.32%-1.1pp | 359.55%-344.3pp | 34.25%-19.0pp |
| Employer contribution / active EE | $7,751 | $3,341+132.0% | $2,685+188.7% | $3,034+155.4% |
| Participant deferral / active EE | $11,118 | $4,710+136.0% | $4,255+161.3% | $5,087+118.6% |
| Admin fee / account holder | $55 | $144-61.9% | $6,467-99.1% | $269-79.5% |