Filed June 10, 2022 (most recent of 3 filings on file)
Total covered: 205 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,208 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$251,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,896 | $67,512+93.9% | $185,854-29.6% | $93,010+40.7% |
| Participation rate | 74.6% | 67.1%+7.5pp | 81.7%-7.1pp | 73.9%+0.7pp |
| Annual return | 17.83% | 21.04%-3.2pp | 122.12%-104.3pp | 158.70%-140.9pp |
| Employer contribution / active EE | $1,437 | $1,783-19.4% | $5,169-72.2% | $2,705-46.9% |
| Participant deferral / active EE | $5,683 | $3,035+87.2% | $5,569+2.1% | $4,561+24.6% |
| Admin fee / account holder | -$44 | $318-113.8% | $16,246-100.3% | $152-128.9% |