Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $123,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,744 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,223 | $52,346+15.0% | $143,801-58.1% | $78,104-22.9% |
| Participation rate | 74.0% | 72.7%+1.3pp | 80.3%-6.3pp | 74.5%-0.5pp |
| Annual return | -16.24% | -14.19%-2.0pp | -0.04%-16.2pp | 10.90%-27.1pp |
| Employer contribution / active EE | $1,591 | $2,131-25.3% | $4,952-67.9% | $3,128-49.1% |
| Participant deferral / active EE | $3,538 | $3,800-6.9% | $5,639-37.3% | $5,089-30.5% |
| Admin fee / account holder | $29 | $63-54.2% | $14,680-99.8% | $79-63.2% |