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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,285 | $122,693-18.3% | $184,203-45.6% | $199,593-49.8% |
| Participation rate | 96.5% | 86.8%+9.7pp | 86.8%+9.7pp | 72.0%+24.5pp |
| Annual return | 18.77% | 143.91%-125.1pp | 28.81%-10.0pp | 34.25%-15.5pp |
| Employer contribution / active EE | $2,699 | $4,584-41.1% | $6,427-58.0% | $3,034-11.0% |
| Participant deferral / active EE | $9,024 | $7,990+12.9% | $9,131-1.2% | $5,087+77.4% |
| Admin fee / account holder | $16 | $121-86.5% | $13,901-99.9% | $269-93.9% |