Filed March 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,395 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,183 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,280 | $47,766+176.9% | $82,706+59.9% | $64,814+104.1% |
| Participation rate | 99.7% | 67.7%+32.0pp | 72.6%+27.1pp | 71.5%+28.2pp |
| Annual return | -17.16% | -13.06%-4.1pp | 701.76%-718.9pp | 32.84%-50.0pp |
| Employer contribution / active EE | $6,688 | $2,182+206.6% | $3,007+122.4% | $2,507+166.8% |
| Participant deferral / active EE | $9,760 | $3,332+192.9% | $4,394+122.1% | $4,310+126.4% |
| Admin fee / account holder | -$123 | $143-185.7% | $5,329-102.3% | $188-165.2% |