Filed January 15, 2020 (most recent of 2 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC INVESTMENT ADVISORS Service code 26 1100 E. MAIN CROSS, STE. 202 · FINDLAY, OH 45840 | Advisory (Participants) | $8,985 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,983 |
Employer contribution per participant 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 | $20,362 | $64,909-68.6% | $82,312-75.3% | $62,293-67.3% |
| Participation rate | 98.7% | 74.9%+23.8pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 16.80% | 21.18%-4.4pp | 25.88%-9.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $357 | $1,676-78.7% | $2,428-85.3% | $2,042-82.5% |
| Participant deferral / active EE | $1,841 | $3,103-40.7% | $3,706-50.3% | $3,169-41.9% |
| Admin fee / account holder | $79 | $440-82.1% | $5,608-98.6% | $479-83.6% |