Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $241,477 | $141,493+70.7% | $75,728+218.9% | $106,520+126.7% |
| Participation rate | 60.6% | 65.2%-4.6pp | 74.8%-14.2pp | 71.3%-10.7pp |
| Annual return | 4.62% | 15.80%-11.2pp | 104.66%-100.0pp | 19.28%-14.7pp |
| Employer contribution / active EE | $2,901 | $4,166-30.4% | $2,743+5.8% | $2,840+2.1% |
| Participant deferral / active EE | $2,494 | $4,740-47.4% | $3,820-34.7% | $4,948-49.6% |
| Admin fee / account holder | $2 | $40-94.4% | $3,620-99.9% | $75-96.9% |