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 SERVICES3+ years Filed as: STRAGEGIC INVESTMENT ADVISORS Service code 26 110 E. MAIN CROSS, STE. 202 · FINDLAY, OH 45840 | Advisory (Participants) | $13,026 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $9,561 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,055 | $67,606+62.8% | $82,313+33.7% | $70,131+56.9% |
| Participation rate | 93.6% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 7.96% | 21.57%-13.6pp | 25.88%-17.9pp | 73.14%-65.2pp |
| Employer contribution / active EE | $14,330 | $1,755+716.6% | $2,428+490.1% | $2,342+511.8% |
| Participant deferral / active EE | $3,046 | $2,987+2.0% | $3,706-17.8% | $3,332-8.6% |
| Admin fee / account holder | $200 | $4,512-95.6% | $5,608-96.4% | $4,645-95.7% |