Filed April 23, 2021 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $620,960 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $50,110 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $820 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $92,637 | $66,513+39.3% | $178,490-48.1% | $106,222-12.8% |
| Participation rate | 63.0% | 73.8%-10.8pp | 81.9%-19.0pp | 70.8%-7.8pp |
| Annual return | 17.37% | 21.81%-4.4pp | 151.07%-133.7pp | 21.69%-4.3pp |
| Employer contribution / active EE | $1,309 | $1,776-26.3% | $5,011-73.9% | $2,723-51.9% |
| Participant deferral / active EE | $4,627 | $3,679+25.8% | $5,202-11.0% | $4,600+0.6% |
| Admin fee / account holder | $0 | $53-100.0% | $13,984-100.0% | $78-100.0% |