Filed December 7, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,325 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,734 |
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,338 | $106,164+222.5% | $147,041+132.8% | $77,692+340.6% |
| Participation rate | 98.2% | 78.4%+19.8pp | 82.2%+16.0pp | 70.6%+27.6pp |
| Annual return | 15.60% | 56.81%-41.2pp | 419.21%-403.6pp | 31.25%-15.7pp |
| Employer contribution / active EE | $19,422 | $4,066+377.6% | $4,935+293.6% | $2,726+612.4% |
| Participant deferral / active EE | $12,242 | $7,993+53.2% | $8,071+51.7% | $4,648+163.4% |
| Admin fee / account holder | $72 | $338-78.7% | $13,006-99.4% | $431-83.3% |