Filed August 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,587 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,101 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,166 | $66,444+55.3% | $120,225-14.2% | $79,634+29.5% |
| Participation rate | 92.8% | 42.8%+50.0pp | 69.6%+23.2pp | 62.5%+30.3pp |
| Annual return | 19.57% | 53.37%-33.8pp | 439.23%-419.7pp | 36.46%-16.9pp |
| Employer contribution / active EE | $6,118 | $1,860+228.9% | $3,475+76.0% | $2,529+141.9% |
| Participant deferral / active EE | $7,005 | $2,798+150.4% | $3,999+75.2% | $3,835+82.7% |
| Admin fee / account holder | $101 | $1,295-92.2% | $5,696-98.2% | $1,002-89.9% |