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 | $224,129 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,159 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,351 | $90,274-67.5% | $93,515-68.6% | $90,274-67.5% |
| Participation rate | 87.6% | 73.4%+14.2pp | 66.8%+20.7pp | 73.4%+14.2pp |
| Annual return | 13.87% | 53.97%-40.1pp | 78.21%-64.3pp | 53.97%-40.1pp |
| Employer contribution / active EE | $1,928 | $2,523-23.6% | $2,077-7.2% | $2,523-23.6% |
| Participant deferral / active EE | $2,050 | $4,231-51.5% | $3,129-34.5% | $4,231-51.5% |
| Admin fee / account holder | $75 | $114-34.4% | $5,235-98.6% | $114-34.4% |