Filed April 13, 2021
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,716,959 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $1,256,848 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,453 | $239,209-4.5% | $106,554+114.4% | $106,520+114.5% |
| Participation rate | 97.2% | 89.6%+7.6pp | 76.1%+21.1pp | 71.3%+25.9pp |
| Annual return | 23.10% | 17.49%+5.6pp | 26.80%-3.7pp | 19.28%+3.8pp |
| Employer contribution / active EE | $0 | $6,641-100.0% | $2,819-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $14,176 | $9,673+46.6% | $4,398+222.3% | $4,948+186.5% |
| Admin fee / account holder | $94 | $95-0.8% | $7,408-98.7% | $75+26.5% |