Filed January 15, 2020 (most recent of 2 filings on file)
Total covered: 10 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT ADVISORS Service code 26 1100 E. MAIN CROSS, STE. 202 · FINDLAY, OH 45840 | Advisory (Participants) | $9,552 |
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $7,957 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,775 | $54,320-71.0% | $67,652-76.7% | $52,331-69.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -2.04% | 6.81%-8.9pp | 6625.40%-6627.4pp | 4.54%-6.6pp |
| Employer contribution / active EE | $383 | $1,544-75.2% | $2,266-83.1% | $1,882-79.7% |
| Participant deferral / active EE | $1,371 | $2,950-53.5% | $3,560-61.5% | $3,022-54.6% |
| Admin fee / account holder | $94 | $527-82.2% | $4,821-98.1% | $592-84.2% |