Filed July 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $221,550 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $126,521 |
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 | $54,185 | $50,169+8.0% | $149,740-63.8% | $80,187-32.4% |
| Participation rate | 99.4% | 64.3%+35.1pp | 78.8%+20.6pp | 72.9%+26.5pp |
| Annual return | 15.99% | 29.82%-13.8pp | 134.51%-118.5pp | 40.40%-24.4pp |
| Employer contribution / active EE | $4,816 | $1,869+157.6% | $4,821-0.1% | $2,980+61.6% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $87 | $153-43.3% | $13,222-99.3% | $145-40.3% |