Filed January 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,976 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,296 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,564 | $91,407+138.0% | $135,903+60.1% | $71,457+204.5% |
| Participation rate | 93.8% | 75.7%+18.2pp | 81.9%+11.9pp | 67.9%+25.9pp |
| Annual return | 24.95% | 29.90%-4.9pp | 68.23%-43.3pp | 28.85%-3.9pp |
| Employer contribution / active EE | $3,747 | $3,703+1.2% | $4,856-22.8% | $2,588+44.8% |
| Participant deferral / active EE | $12,724 | $7,092+79.4% | $7,758+64.0% | $4,289+196.7% |
| Admin fee / account holder | $30 | $1,266-97.6% | $10,762-99.7% | $1,587-98.1% |