Filed January 27, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $21,200 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,770 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $129,522 | $129,227+0.2% | $184,256-29.7% | $77,762+66.6% |
| Participation rate | 93.5% | 87.4%+6.2pp | 86.8%+6.7pp | 70.6%+22.9pp |
| Annual return | 18.68% | 33.24%-14.6pp | 28.85%-10.2pp | 31.27%-12.6pp |
| Employer contribution / active EE | $1,265 | $4,412-71.3% | $6,427-80.3% | $2,728-53.6% |
| Participant deferral / active EE | $4,006 | $7,307-45.2% | $9,133-56.1% | $4,651-13.9% |
| Admin fee / account holder | $30 | $256-88.1% | $13,899-99.8% | $433-93.0% |