Filed June 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,667 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,421 |
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 | $84,293 | $85,135-1.0% | $98,916-14.8% | $73,412+14.8% |
| Participation rate | 90.9% | 81.1%+9.8pp | 76.0%+14.9pp | 72.2%+18.7pp |
| Annual return | 36.56% | 19.14%+17.4pp | 196.45%-159.9pp | 59.30%-22.7pp |
| Employer contribution / active EE | $4,925 | $2,721+81.0% | $2,689+83.1% | $2,234+120.5% |
| Participant deferral / active EE | $13,195 | $4,349+203.4% | $4,245+210.9% | $3,806+246.7% |
| Admin fee / account holder | $25 | $139-81.7% | $6,642-99.6% | $158-83.9% |