Filed July 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $365,576 |
Service code 37 · EIN 04-2647786 | Loan Processing | $143,199 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,866 | $56,095+45.9% | $178,510-54.1% | $90,274-9.3% |
| Participation rate | 87.0% | 65.6%+21.5pp | 81.9%+5.1pp | 73.4%+13.7pp |
| Annual return | 15.06% | 28.81%-13.7pp | 151.13%-136.1pp | 53.97%-38.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $6,689 | $2,669+150.6% | $5,202+28.6% | $4,231+58.1% |
| Admin fee / account holder | $136 | $101+35.5% | $13,988-99.0% | $114+19.6% |