Filed July 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $253,843 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $126,432 |
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 | $47,767 | $45,000+6.1% | $143,801-66.8% | $77,906-38.7% |
| Participation rate | 99.7% | 66.8%+32.9pp | 80.3%+19.4pp | 73.7%+26.0pp |
| Annual return | -16.37% | 29.03%-45.4pp | -0.04%-16.3pp | 12.16%-28.5pp |
| Employer contribution / active EE | $4,772 | $1,870+155.2% | $4,952-3.6% | $2,846+67.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $98 | $98-0.6% | $14,680-99.3% | $133-26.2% |