Filed February 4, 2021 (most recent of 3 filings on file)
Total covered: 29 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,699 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,351 | $68,062+4.8% | $185,854-61.6% | $106,520-33.0% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.7%-41.7pp | 71.3%-31.3pp |
| Annual return | 15.31% | 18.20%-2.9pp | 122.12%-106.8pp | 19.28%-4.0pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $3,282 | $3,990-17.8% | $5,569-41.1% | $4,948-33.7% |
| Admin fee / account holder | $26 | $53-50.5% | $16,246-99.8% | $75-65.0% |