Filed December 7, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,255 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,131 |
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 | $302,059 | $100,801+199.7% | $149,751+101.7% | $73,415+311.4% |
| Participation rate | 97.7% | 77.7%+20.0pp | 82.5%+15.2pp | 72.2%+25.5pp |
| Annual return | 15.50% | 265.34%-249.8pp | 276.71%-261.2pp | 59.30%-43.8pp |
| Employer contribution / active EE | $17,680 | $3,312+433.9% | $4,646+280.6% | $2,234+691.5% |
| Participant deferral / active EE | $12,039 | $6,404+88.0% | $6,843+75.9% | $3,806+216.3% |
| Admin fee / account holder | $30 | $181-83.5% | $9,312-99.7% | $158-81.1% |