Filed December 17, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,789 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,319 |
FID INV INST OPS CO3 years Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,778 | $88,515-40.4% | $162,163-67.5% | $67,579-21.9% |
| Participation rate | 93.0% | 86.8%+6.2pp | 87.6%+5.5pp | 71.3%+21.7pp |
| Annual return | 21.63% | 27.04%-5.4pp | 115.59%-94.0pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,533 | $3,563-57.0% | $5,614-72.7% | $2,148-28.6% |
| Participant deferral / active EE | $4,830 | $5,724-15.6% | $7,298-33.8% | $3,539+36.5% |
| Admin fee / account holder | $34 | $124-72.7% | $10,843-99.7% | $142-76.3% |