Filed April 13, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,804 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,925 |
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 | $61,037 | $53,925+13.2% | $75,501-19.2% | $69,631-12.3% |
| Participation rate | 97.3% | 71.2%+26.1pp | 72.4%+24.9pp | 70.7%+26.6pp |
| Annual return | 17.66% | 17.84%-0.2pp | 27.35%-9.7pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $2,602 | $1,802+44.4% | $2,352+10.7% | $2,032+28.1% |
| Participant deferral / active EE | $4,371 | $2,569+70.1% | $3,142+39.1% | $3,224+35.6% |
| Admin fee / account holder | $40 | $97-58.8% | $5,801-99.3% | $110-63.7% |