Filed January 15, 2020 (most recent of 2 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRAGEGIC FINANCIAL SERVICES2+ years Filed as: STRAGEGIC INVESTMENT ADVISORS Service code 26 110 E. MAIN CROSS, STE. 202 · FINDLAY, OH 45840 | Advisory (Participants) | $20,357 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $10,114 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,740 | $60,349+90.1% | $74,183+54.7% | $62,891+82.4% |
| Participation rate | 93.1% | 72.7%+20.4pp | 76.6%+16.5pp | 69.3%+23.8pp |
| Annual return | 0.45% | 21.37%-20.9pp | 17.74%-17.3pp | 20.14%-19.7pp |
| Employer contribution / active EE | $14,027 | $1,680+734.9% | $2,370+491.8% | $2,281+515.0% |
| Participant deferral / active EE | $2,845 | $2,856-0.4% | $3,550-19.8% | $3,203-11.2% |
| Admin fee / account holder | $250 | $4,261-94.1% | $5,586-95.5% | $4,296-94.2% |