Filed April 23, 2021 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $321,303 |
Service code 37 · EIN 04-2647786 | Loan Processing | $79,321 |
Filed as: PRUDENTIAL RETIREMENT INS AND ANNUI Service code 50 · EIN 06-1050034 | Direct Payment | $1,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,137 | $46,516+27.1% | $147,618-59.9% | $69,651-15.1% |
| Participation rate | 57.7% | 65.8%-8.1pp | 84.6%-26.9pp | 66.6%-8.8pp |
| Annual return | 0.68% | 9.48%-8.8pp | 61.98%-61.3pp | 53.77%-53.1pp |
| Employer contribution / active EE | $1,069 | $1,393-23.3% | $5,564-80.8% | $2,241-52.3% |
| Participant deferral / active EE | $3,687 | $2,719+35.6% | $4,895-24.7% | $3,635+1.4% |
| Admin fee / account holder | $18 | $45-60.1% | $11,612-99.8% | $63-71.7% |