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) | $276,051 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $156,841 |
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 | $59,827 | $67,512-11.4% | $185,854-67.8% | $93,010-35.7% |
| Participation rate | 98.4% | 67.1%+31.3pp | 81.7%+16.7pp | 73.9%+24.5pp |
| Annual return | 14.19% | 21.04%-6.8pp | 122.12%-107.9pp | 158.70%-144.5pp |
| Employer contribution / active EE | $4,796 | $1,783+169.0% | $5,169-7.2% | $2,705+77.3% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $118 | $318-62.9% | $16,246-99.3% | $152-22.4% |