Filed June 10, 2022 (most recent of 3 filings on file)
Total covered: 205 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,722 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$246,974 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,187 | $47,456+121.7% | $172,739-39.1% | $77,787+35.2% |
| Participation rate | 72.1% | 66.3%+5.9pp | 82.6%-10.5pp | 73.2%-1.1pp |
| Annual return | 25.29% | 35.57%-10.3pp | 802.84%-777.6pp | 32.57%-7.3pp |
| Employer contribution / active EE | $1,239 | $1,574-21.3% | $5,143-75.9% | $2,504-50.5% |
| Participant deferral / active EE | $4,722 | $2,560+84.5% | $5,198-9.2% | $3,967+19.0% |
| Admin fee / account holder | -$56 | $81-168.7% | $13,954-100.4% | $100-155.5% |