Filed April 13, 2021
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,213,255 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $1,237,053 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,606 | $185,545+17.8% | $90,767+140.8% | $89,433+144.4% |
| Participation rate | 96.7% | 85.0%+11.6pp | 75.7%+21.0pp | 71.3%+25.4pp |
| Annual return | -4.20% | -13.56%+9.4pp | -12.16%+8.0pp | -11.88%+7.7pp |
| Employer contribution / active EE | $0 | $7,210-100.0% | $2,922-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $14,374 | $9,550+50.5% | $4,565+214.9% | $5,125+180.5% |
| Admin fee / account holder | $118 | $100+17.9% | $8,445-98.6% | $79+48.7% |