Filed December 7, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,987 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,969 |
Filed as: FIDELITY INVESTMENTS INSTITUITONAL Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,747 | $88,122+195.9% | $141,200+84.7% | $67,584+285.8% |
| Participation rate | 94.2% | 76.5%+17.7pp | 82.5%+11.7pp | 71.3%+22.9pp |
| Annual return | 24.49% | 75.40%-50.9pp | 71.41%-46.9pp | 378.59%-354.1pp |
| Employer contribution / active EE | $14,461 | $3,224+348.5% | $4,736+205.3% | $2,148+573.3% |
| Participant deferral / active EE | $10,179 | $5,958+70.8% | $6,710+51.7% | $3,540+187.6% |
| Admin fee / account holder | $59 | $131-54.8% | $10,265-99.4% | $142-58.4% |