Filed June 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,940 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,436 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,140 | $112,582+36.0% | $105,607+45.0% | $199,960-23.4% |
| Participation rate | 96.8% | 86.3%+10.5pp | 75.3%+21.5pp | 72.0%+24.8pp |
| Annual return | 19.88% | 15.58%+4.3pp | 116.11%-96.2pp | 34.28%-14.4pp |
| Employer contribution / active EE | $8,937 | $4,580+95.1% | $3,167+182.2% | $3,036+194.4% |
| Participant deferral / active EE | $20,494 | $6,655+207.9% | $5,011+309.0% | $5,087+302.9% |
| Admin fee / account holder | $77 | $107-27.8% | $10,958-99.3% | $269-71.3% |