Filed April 23, 2021 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $346,414 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72,874 |
Filed as: PRUDENTIAL RETIREMENT INS AND ANNUI Service code 50 · EIN 06-1050034 | Direct Payment | $1,085 |
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 | $64,758 | $49,270+31.4% | $156,551-58.6% | $329,111-80.3% |
| Participation rate | 58.4% | 68.1%-9.7pp | 84.0%-25.6pp | 67.9%-9.4pp |
| Annual return | 8.29% | 23.25%-15.0pp | 32.23%-23.9pp | 16.35%-8.1pp |
| Employer contribution / active EE | $1,114 | $1,534-27.4% | $5,501-79.8% | $2,303-51.7% |
| Participant deferral / active EE | $3,811 | $2,920+30.5% | $4,871-21.8% | $3,682+3.5% |
| Admin fee / account holder | $18 | $51-64.0% | $13,028-99.9% | $754-97.6% |