Filed April 13, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,063 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,350 |
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 | $53,999 | $50,106+7.8% | $69,779-22.6% | $57,658-6.3% |
| Participation rate | 95.9% | 70.9%+25.0pp | 71.8%+24.0pp | 70.2%+25.6pp |
| Annual return | 7.58% | 14.58%-7.0pp | 12.99%-5.4pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,705 | $1,739+55.5% | $2,338+15.7% | $1,974+37.0% |
| Participant deferral / active EE | $4,484 | $2,486+80.4% | $2,931+53.0% | $3,061+46.5% |
| Admin fee / account holder | $20 | $89-78.1% | $4,381-99.6% | $95-79.3% |