Filed April 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,065 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,290 |
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 | $84,131 | $112,686-25.3% | $170,043-50.5% | $80,157+5.0% |
| Participation rate | 97.3% | 87.4%+9.9pp | 87.0%+10.3pp | 72.9%+24.4pp |
| Annual return | 22.17% | 67.04%-44.9pp | 53.40%-31.2pp | 40.39%-18.2pp |
| Employer contribution / active EE | $2,506 | $4,481-44.1% | $6,790-63.1% | $2,977-15.8% |
| Participant deferral / active EE | $7,957 | $7,876+1.0% | $10,410-23.6% | $5,015+58.7% |
| Admin fee / account holder | $15 | $99-85.4% | $12,824-99.9% | $145-90.0% |