Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,644 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$111,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,716 | $56,152+289.5% | $185,823+17.7% | $73,409+197.9% |
| Participation rate | 99.2% | 67.6%+31.6pp | 78.0%+21.2pp | 72.2%+27.0pp |
| Annual return | 15.86% | 17.59%-1.7pp | 35.95%-20.1pp | 59.29%-43.4pp |
| Employer contribution / active EE | $5,992 | $1,532+291.2% | $4,087+46.6% | $2,234+168.3% |
| Participant deferral / active EE | $10,296 | $3,659+181.4% | $5,632+82.8% | $3,805+170.6% |
| Admin fee / account holder | -$172 | $132-230.3% | $9,500-101.8% | $158-209.0% |