Filed July 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $277,899 |
Service code 37 · EIN 04-2647786 | Loan Processing | $171,670 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,581 | $45,382+53.3% | $154,110-54.8% | $75,289-7.6% |
| Participation rate | 76.5% | 65.9%+10.6pp | 83.0%-6.5pp | 72.4%+4.1pp |
| Annual return | -3.96% | -0.47%-3.5pp | 735.22%-739.2pp | -0.04%-3.9pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,428 | $2,384+127.7% | $5,081+6.8% | $3,739+45.2% |
| Admin fee / account holder | $145 | $89+62.0% | $13,412-98.9% | $102+41.4% |