Filed April 23, 2021 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $454,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | $109,443 |
Filed as: PRUDENTIAL RETIREMENT INS AND ANNUI Service code 50 · EIN 06-1050034 | Direct Payment | $790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,372 | $53,684+42.3% | $170,442-55.2% | $80,976-5.7% |
| Participation rate | 60.0% | 69.2%-9.2pp | 83.6%-23.6pp | 68.3%-8.2pp |
| Annual return | 19.42% | 25.97%-6.6pp | 205.93%-186.5pp | 22.91%-3.5pp |
| Employer contribution / active EE | $1,180 | $1,642-28.2% | $5,433-78.3% | $2,402-50.9% |
| Participant deferral / active EE | $4,053 | $3,017+34.3% | $4,939-18.0% | $3,848+5.3% |
| Admin fee / account holder | $24 | $46-49.1% | $13,880-99.8% | $67-65.0% |