Filed July 19, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,709 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,675 |
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 | $60,419 | $71,802-15.9% | $133,980-54.9% | $57,658+4.8% |
| Participation rate | 93.9% | 85.5%+8.5pp | 87.1%+6.9pp | 70.2%+23.7pp |
| Annual return | 8.19% | 13.51%-5.3pp | 29.30%-21.1pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,961 | $3,161-38.0% | $5,211-62.4% | $1,974-0.7% |
| Participant deferral / active EE | $4,969 | $4,606+7.9% | $6,282-20.9% | $3,061+62.4% |
| Admin fee / account holder | $39 | $88-55.2% | $9,324-99.6% | $95-58.5% |