Filed March 7, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,457 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,981 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $77,510 | $53,204+45.7% | $155,556-50.2% | $200,096-61.3% |
| Participation rate | 95.6% | 64.1%+31.5pp | 78.2%+17.4pp | 72.0%+23.6pp |
| Annual return | 15.46% | 41.02%-25.6pp | 64.84%-49.4pp | 34.26%-18.8pp |
| Employer contribution / active EE | $3,676 | $1,850+98.7% | $4,675-21.4% | $3,038+21.0% |
| Participant deferral / active EE | $6,200 | $3,163+96.0% | $5,631+10.1% | $5,090+21.8% |
| Admin fee / account holder | $35 | $186-80.9% | $15,885-99.8% | $269-86.8% |