Filed January 10, 2022 (most recent of 4 filings on file)
Total covered: 5 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,013 |
Filed as: IFP ADVISORS, INC. DBA INDEPENDENT Service code 27 · EIN 59-3331424 | Advisory (Plan) | $50,000 |
Service code 10 · EIN 20-5857627 | Accounting | $27,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,338 |
Annual investment return 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 | $120,076 | $37,213+222.7% | $156,551-23.3% | $63,975+87.7% |
| Participation rate | 73.5% | 65.0%+8.5pp | 84.0%-10.6pp | 71.1%+2.3pp |
| Annual return | 5.68% | 47.89%-42.2pp | 32.23%-26.5pp | 48.65%-43.0pp |
| Employer contribution / active EE | $2,383 | $1,357+75.6% | $5,501-56.7% | $2,182+9.2% |
| Participant deferral / active EE | $3,398 | $2,070+64.1% | $4,871-30.2% | $3,356+1.2% |
| Admin fee / account holder | $72 | $56+27.6% | $13,028-99.4% | $70+2.0% |