Filed April 2, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,985 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $395,054 | $62,132+535.8% | $185,823+112.6% | $73,488+437.6% |
| Participation rate | 99.4% | 67.8%+31.6pp | 78.0%+21.4pp | 70.7%+28.7pp |
| Annual return | 25.41% | 20.44%+5.0pp | 35.95%-10.5pp | 28.51%-3.1pp |
| Employer contribution / active EE | $8,574 | $1,681+410.0% | $4,087+109.8% | $2,270+277.7% |
| Participant deferral / active EE | $13,772 | $3,711+271.1% | $5,632+144.5% | $3,740+268.3% |
| Admin fee / account holder | $24 | $419-94.3% | $9,500-99.8% | $513-95.4% |