Filed December 7, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,489 |
Service code 30 · EIN 04-2647786 | Employee (plan); Recordkeeping fees; ... | -$25,565 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,287 | $82,188+187.5% | $125,401+88.4% | $64,829+264.5% |
| Participation rate | 97.1% | 77.9%+19.2pp | 82.4%+14.8pp | 71.5%+25.7pp |
| Annual return | -17.51% | 3.50%-21.0pp | 572.53%-590.0pp | 32.85%-50.4pp |
| Employer contribution / active EE | $15,485 | $3,617+328.1% | $4,816+221.5% | $2,507+517.6% |
| Participant deferral / active EE | $12,068 | $7,177+68.2% | $7,448+62.0% | $4,312+179.9% |
| Admin fee / account holder | $38 | $163-76.7% | $10,008-99.6% | $188-79.8% |