Filed December 7, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,410 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,465 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $231,546 | $80,177+188.8% | $123,894+86.9% | $57,661+301.6% |
| Participation rate | 93.6% | 74.4%+19.1pp | 81.4%+12.2pp | 70.2%+23.3pp |
| Annual return | 6.93% | 17.90%-11.0pp | 47.52%-40.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $15,104 | $2,913+418.6% | $4,617+227.2% | $1,974+665.2% |
| Participant deferral / active EE | $9,788 | $5,130+90.8% | $5,984+63.6% | $3,061+219.8% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |