Filed July 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $425,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | $270,460 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,808 | $67,512+28.6% | $185,854-53.3% | $93,010-6.7% |
| Participation rate | 90.4% | 67.1%+23.3pp | 81.7%+8.7pp | 73.9%+16.5pp |
| Annual return | 14.63% | 21.04%-6.4pp | 122.12%-107.5pp | 158.70%-144.1pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $7,384 | $3,035+143.3% | $5,569+32.6% | $4,561+61.9% |
| Admin fee / account holder | $171 | $318-46.2% | $16,246-98.9% | $152+12.6% |