Filed April 2, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,539 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,492 |
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 | $414,227 | $65,390+533.5% | $169,368+144.6% | $71,457+479.7% |
| Participation rate | 98.9% | 67.0%+32.0pp | 77.1%+21.8pp | 67.9%+31.0pp |
| Annual return | 24.54% | 21.31%+3.2pp | 405.60%-381.1pp | 28.85%-4.3pp |
| Employer contribution / active EE | $9,577 | $2,079+360.7% | $4,013+138.7% | $2,588+270.1% |
| Participant deferral / active EE | $15,237 | $4,367+248.9% | $6,221+144.9% | $4,289+255.3% |
| Admin fee / account holder | $100 | $1,324-92.4% | $9,003-98.9% | $1,587-93.7% |