Filed April 2, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,255 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,902 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $345,864 | $59,159+484.6% | $159,960+116.2% | $66,914+416.9% |
| Participation rate | 99.4% | 68.1%+31.3pp | 78.0%+21.4pp | 69.8%+29.6pp |
| Annual return | -20.27% | -12.26%-8.0pp | 408.60%-428.9pp | 1.58%-21.8pp |
| Employer contribution / active EE | $9,642 | $1,983+386.3% | $4,226+128.2% | $2,544+279.0% |
| Participant deferral / active EE | $15,187 | $4,395+245.6% | $6,182+145.7% | $4,237+258.5% |
| Admin fee / account holder | $63 | $591-89.3% | $8,698-99.3% | $593-89.3% |