Filed July 19, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,953 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,390 |
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 | $29,420 | $77,775-62.2% | $88,632-66.8% | $77,775-62.2% |
| Participation rate | 85.4% | 73.2%+12.2pp | 68.8%+16.6pp | 73.2%+12.2pp |
| Annual return | 21.85% | 32.58%-10.7pp | 43.75%-21.9pp | 32.58%-10.7pp |
| Employer contribution / active EE | $1,760 | $2,504-29.7% | $2,101-16.2% | $2,504-29.7% |
| Participant deferral / active EE | $1,902 | $3,966-52.1% | $2,917-34.8% | $3,966-52.1% |
| Admin fee / account holder | $19 | $100-80.9% | $4,308-99.6% | $100-80.9% |