Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,810 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,650 |
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 | $139,674 | $42,582+228.0% | $171,082-18.4% | $57,658+142.2% |
| Participation rate | 99.7% | 63.9%+35.8pp | 76.7%+23.0pp | 70.2%+29.5pp |
| Annual return | 10.15% | 308.67%-298.5pp | 32.56%-22.4pp | 5.13%+5.0pp |
| Employer contribution / active EE | $5,410 | $1,306+314.2% | $4,002+35.2% | $1,974+174.1% |
| Participant deferral / active EE | $8,914 | $2,933+203.9% | $4,797+85.8% | $3,061+191.3% |
| Admin fee / account holder | $16 | $82-80.3% | $8,520-99.8% | $95-82.8% |