Filed March 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,743 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,931 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $118,021 | $44,873+163.0% | $79,466+48.5% | $56,287+109.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -2.45% | 0.81%-3.3pp | 718.28%-720.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $6,581 | $2,140+207.6% | $2,800+135.0% | $2,111+211.8% |
| Participant deferral / active EE | $8,938 | $2,746+225.5% | $3,704+141.3% | $3,350+166.8% |
| Admin fee / account holder | $41 | $418-90.1% | $5,104-99.2% | $521-92.1% |