Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,690 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,219 | $37,039+273.2% | $147,618-6.4% | $59,188+133.5% |
| Participation rate | 0.0% | 63.8%-63.8pp | 84.6%-84.6pp | 69.4%-69.4pp |
| Annual return | -0.05% | 7.19%-7.2pp | 61.98%-62.0pp | 5.51%-5.6pp |
| Employer contribution / active EE | $1,116 | $1,353-17.5% | $5,564-79.9% | $2,098-46.8% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $14 | $60-76.4% | $11,612-99.9% | $92-84.6% |