Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,982 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,161 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,640 | $44,229+181.8% | $155,790-20.0% | $55,191+125.8% |
| Participation rate | 99.4% | 60.8%+38.6pp | 76.1%+23.3pp | 69.2%+30.2pp |
| Annual return | 11.82% | 0.37%+11.5pp | 71.54%-59.7pp | 10.78%+1.0pp |
| Employer contribution / active EE | $5,428 | $1,317+312.0% | $3,836+41.5% | $1,899+185.9% |
| Participant deferral / active EE | $9,216 | $2,851+223.2% | $4,797+92.1% | $3,046+202.5% |
| Admin fee / account holder | -$16 | $86-118.5% | $7,478-100.2% | $91-117.6% |