Filed June 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,525 |
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 | $86,406 | $136,266-36.6% | $90,756-4.8% | $77,906+10.9% |
| Participation rate | 93.9% | 86.6%+7.2pp | 75.7%+18.2pp | 73.7%+20.2pp |
| Annual return | -15.07% | -11.32%-3.7pp | -12.16%-2.9pp | 12.16%-27.2pp |
| Employer contribution / active EE | $7,402 | $4,215+75.6% | $2,922+153.4% | $2,846+160.1% |
| Participant deferral / active EE | $17,197 | $6,353+170.7% | $4,565+276.7% | $4,805+257.9% |
| Admin fee / account holder | $50 | $399-87.5% | $8,445-99.4% | $133-62.3% |