Filed July 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,634 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,632 |
Participant 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 | $62,998 | $53,204+18.4% | $155,556-59.5% | $200,096-68.5% |
| Participation rate | 85.4% | 64.1%+21.3pp | 78.2%+7.1pp | 72.0%+13.4pp |
| Annual return | 12.38% | 41.02%-28.6pp | 64.84%-52.5pp | 34.26%-21.9pp |
| Employer contribution / active EE | $4,656 | $1,850+151.7% | $4,675-0.4% | $3,038+53.3% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $21 | $186-88.6% | $15,885-99.9% | $269-92.1% |