Filed September 8, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,220,801 |
Service code 37 · EIN 04-2647786 | Loan Processing | $283,234 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 16 · EIN 26-0058142 | Consulting | $182,937 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,016 | $96,393+131.4% | $112,504+98.2% | $96,393+131.4% |
| Participation rate | 97.1% | 71.3%+25.8pp | 80.6%+16.5pp | 71.3%+25.8pp |
| Annual return | 11.96% | 22.88%-10.9pp | 34.13%-22.2pp | 22.88%-10.9pp |
| Employer contribution / active EE | $3,339 | $3,239+3.1% | $4,571-27.0% | $3,239+3.1% |
| Participant deferral / active EE | $11,373 | $5,455+108.5% | $6,522+74.4% | $5,455+108.5% |
| Admin fee / account holder | $245 | $74+232.1% | $7,048-96.5% | $74+232.1% |