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) | $240,853 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $148,255 |
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 | $51,893 | $56,095-7.5% | $178,510-70.9% | $90,274-42.5% |
| Participation rate | 88.0% | 65.6%+22.5pp | 81.9%+6.1pp | 73.4%+14.7pp |
| Annual return | 14.12% | 28.81%-14.7pp | 151.13%-137.0pp | 53.97%-39.9pp |
| Employer contribution / active EE | $3,851 | $1,572+144.9% | $5,011-23.2% | $2,523+52.6% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $106 | $101+5.0% | $13,988-99.2% | $114-7.3% |