Filed July 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $191,392 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $101,315 |
Participant 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 | $41,039 | $45,382-9.6% | $154,110-73.4% | $75,289-45.5% |
| Participation rate | 98.1% | 65.9%+32.2pp | 83.0%+15.0pp | 72.4%+25.6pp |
| Annual return | -5.08% | -0.47%-4.6pp | 735.22%-740.3pp | -0.04%-5.0pp |
| Employer contribution / active EE | $4,050 | $1,533+164.2% | $5,298-23.5% | $2,405+68.4% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $88 | $89-2.0% | $13,412-99.3% | $102-14.4% |