Filed July 19, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,211 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,339 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,523 | $100,227+11.3% | $169,993-34.4% | $74,419+49.9% |
| Participation rate | 97.3% | 87.3%+10.0pp | 87.0%+10.3pp | 70.7%+26.5pp |
| Annual return | 18.72% | 66.08%-47.4pp | 53.37%-34.7pp | 34.38%-15.7pp |
| Employer contribution / active EE | $2,728 | $4,263-36.0% | $6,785-59.8% | $2,637+3.4% |
| Participant deferral / active EE | $7,781 | $7,143+8.9% | $10,408-25.2% | $4,528+71.8% |
| Admin fee / account holder | $60 | $234-74.2% | $12,815-99.5% | $348-82.6% |