Filed April 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $108,505 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,854 |
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 | $100,285 | $122,585-18.2% | $184,256-45.6% | $200,096-49.9% |
| Participation rate | 96.5% | 86.9%+9.6pp | 86.8%+9.7pp | 72.0%+24.5pp |
| Annual return | 18.77% | 144.12%-125.3pp | 28.85%-10.1pp | 34.26%-15.5pp |
| Employer contribution / active EE | $2,699 | $4,571-40.9% | $6,427-58.0% | $3,038-11.1% |
| Participant deferral / active EE | $9,024 | $7,972+13.2% | $9,133-1.2% | $5,090+77.3% |
| Admin fee / account holder | $16 | $120-86.4% | $13,899-99.9% | $269-93.9% |