Filed April 6, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,948 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,728 | $31,810-22.3% | $64,105-61.4% | $59,188-58.2% |
| Participation rate | 82.9% | 57.7%+25.2pp | 68.2%+14.8pp | 69.4%+13.5pp |
| Annual return | 1.60% | 9.41%-7.8pp | 791.24%-789.6pp | 5.51%-3.9pp |
| Employer contribution / active EE | $0 | $659-100.0% | $1,820-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,393 | $1,582+51.2% | $2,822-15.2% | $3,265-26.7% |
| Admin fee / account holder | $13 | $57-76.5% | $4,499-99.7% | $92-85.5% |