Filed April 2, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,567 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$58,796 |
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 | $448,544 | $70,879+532.8% | $189,557+136.6% | $79,386+465.0% |
| Participation rate | 99.4% | 68.0%+31.4pp | 78.4%+21.0pp | 70.7%+28.7pp |
| Annual return | 16.83% | 20.70%-3.9pp | 64.17%-47.3pp | 116.85%-100.0pp |
| Employer contribution / active EE | $9,238 | $1,806+411.4% | $4,412+109.4% | $2,427+280.5% |
| Participant deferral / active EE | $14,539 | $4,081+256.2% | $6,174+135.5% | $4,046+259.4% |
| Admin fee / account holder | $20 | $647-97.0% | $9,807-99.8% | $626-96.9% |