Filed March 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,583 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,751 | $66,124+146.1% | $90,404+80.0% | $73,488+121.5% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 17.78% | 17.65%+0.1pp | 1293.02%-1275.2pp | 28.51%-10.7pp |
| Employer contribution / active EE | $6,737 | $2,346+187.1% | $3,262+106.5% | $2,270+196.8% |
| Participant deferral / active EE | $9,621 | $3,039+216.6% | $3,963+142.7% | $3,740+157.3% |
| Admin fee / account holder | $112 | $396-71.7% | $5,611-98.0% | $513-78.1% |