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) | $7,666 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$122,958 |
Participant 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 | $14,438 | $37,213-61.2% | $156,551-90.8% | $63,975-77.4% |
| Participation rate | 90.5% | 65.0%+25.5pp | 84.0%+6.5pp | 71.1%+19.3pp |
| Annual return | 7.27% | 47.89%-40.6pp | 32.23%-25.0pp | 48.65%-41.4pp |
| Employer contribution / active EE | $2,747 | $1,357+102.5% | $5,501-50.1% | $2,182+25.9% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | -$22 | $56-139.7% | $13,028-100.2% | $70-131.7% |