Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,059 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $8,475 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$5,023 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $21,074 | $53,565-60.7% | $172,757-87.8% | $82,204-74.4% |
| Participation rate | 67.2% | 69.6%-2.4pp | 82.6%-15.4pp | 73.4%-6.2pp |
| Annual return | 22.13% | 31.42%-9.3pp | 803.06%-780.9pp | 26.31%-4.2pp |
| Employer contribution / active EE | $873 | $1,857-53.0% | $5,144-83.0% | $2,707-67.7% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $5 | $61-92.3% | $13,956-100.0% | $76-93.7% |