Filed February 4, 2021 (most recent of 3 filings on file)
Total covered: 29 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,880 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $64,881 | $66,513-2.5% | $178,510-63.7% | $106,273-38.9% |
| Participation rate | 38.4% | 73.8%-35.3pp | 81.9%-43.5pp | 70.8%-32.4pp |
| Annual return | 15.31% | 21.81%-6.5pp | 151.13%-135.8pp | 21.70%-6.4pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $2,811 | $3,679-23.6% | $5,202-46.0% | $4,601-38.9% |
| Admin fee / account holder | $21 | $53-60.7% | $13,988-99.8% | $78-73.2% |