Filed January 27, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,470 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,270 | $86,897+10.8% | $151,634-36.5% | $64,829+48.5% |
| Participation rate | 93.6% | 87.3%+6.3pp | 87.5%+6.1pp | 71.5%+22.1pp |
| Annual return | -18.99% | -3.57%-15.4pp | 3.32%-22.3pp | 32.85%-51.8pp |
| Employer contribution / active EE | $2,829 | $4,010-29.5% | $6,165-54.1% | $2,507+12.8% |
| Participant deferral / active EE | $3,812 | $6,690-43.0% | $8,363-54.4% | $4,312-11.6% |
| Admin fee / account holder | $8 | $153-95.0% | $11,614-99.9% | $188-95.9% |