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 | $106,247+222.2% | $147,096+132.7% | $77,714+340.5% |
| Participation rate | 98.2% | 78.4%+19.8pp | 82.2%+16.0pp | 70.6%+27.6pp |
| Annual return | 15.60% | 56.87%-41.3pp | 419.75%-404.2pp | 31.26%-15.7pp |
| Employer contribution / active EE | $19,422 | $4,069+377.3% | $4,936+293.5% | $2,727+612.3% |
| Participant deferral / active EE | $12,242 | $7,996+53.1% | $8,071+51.7% | $4,649+163.3% |
| Admin fee / account holder | $72 | $338-78.8% | $13,005-99.4% | $433-83.4% |