Filed April 13, 2021
| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $2,345,989 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,674,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,906 | $430,560-67.0% | $98,920+43.5% | $106,273+33.5% |
| Participation rate | 59.7% | 86.2%-26.5pp | 76.0%-16.3pp | 70.8%-11.1pp |
| Annual return | 18.47% | 17.89%+0.6pp | 196.47%-178.0pp | 21.70%-3.2pp |
| Employer contribution / active EE | $0 | $6,804-100.0% | $2,689-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $5,052 | $9,623-47.5% | $4,245+19.0% | $4,601+9.8% |
| Admin fee / account holder | $87 | $220-60.6% | $6,643-98.7% | $78+10.8% |