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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,269 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$182,575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $31,167 | $44,989-30.7% | $170,435-81.7% | $77,958-60.0% |
| Participation rate | 88.7% | 64.6%+24.1pp | 83.6%+5.1pp | 71.6%+17.1pp |
| Annual return | 19.96% | 19.61%+0.3pp | 205.94%-186.0pp | 20.87%-0.9pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,879 | $2,208+75.7% | $4,939-21.5% | $3,537+9.7% |
| Admin fee / account holder | -$30 | $69-144.1% | $13,881-100.2% | $97-131.2% |