Filed March 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,080 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $822 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,076 | $62,324-40.5% | $68,509-45.9% | $55,191-32.8% |
| Participation rate | 89.3% | 78.9%+10.4pp | 74.7%+14.5pp | 69.2%+20.1pp |
| Annual return | -0.17% | 4.26%-4.4pp | 8.27%-8.4pp | 10.78%-10.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $2,278-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,416 | $3,425-0.3% | $3,382+1.0% | $3,046+12.1% |
| Admin fee / account holder | $18 | $91-80.8% | $5,275-99.7% | $91-80.7% |