Filed August 19, 2022 (most recent of 2 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,377 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$191,577 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $25,199 | $43,110-41.5% | $156,551-83.9% | $65,292-61.4% |
| Participation rate | 87.3% | 69.3%+18.0pp | 84.0%+3.3pp | 72.4%+14.8pp |
| Annual return | 9.23% | 11.24%-2.0pp | 32.23%-23.0pp | 11.84%-2.6pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $3,722 | $2,520+47.7% | $4,871-23.6% | $3,579+4.0% |
| Admin fee / account holder | -$35 | $47-173.8% | $13,028-100.3% | $57-160.8% |