Filed July 19, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,497 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 16 · EIN 81-0635433 | Consulting | $10,000 |
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 | $104,817 | $111,608-6.1% | $177,821-41.1% | $73,409+42.8% |
| Participation rate | 98.5% | 87.9%+10.7pp | 87.7%+10.8pp | 72.2%+26.4pp |
| Annual return | 15.86% | 18.23%-2.4pp | 48.32%-32.5pp | 59.29%-43.4pp |
| Employer contribution / active EE | $2,510 | $3,796-33.9% | $5,918-57.6% | $2,234+12.4% |
| Participant deferral / active EE | $6,950 | $6,199+12.1% | $7,714-9.9% | $3,805+82.6% |
| Admin fee / account holder | $187 | $166+13.0% | $12,427-98.5% | $158+18.5% |