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 | $27,278 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,087 |
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 | $482,090 | $73,360+557.2% | $177,989+170.9% | $74,495+547.1% |
| Participation rate | 90.7% | 66.6%+24.0pp | 77.1%+13.6pp | 67.2%+23.5pp |
| Annual return | 21.51% | 17.49%+4.0pp | 294.48%-273.0pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $9,092 | $2,216+310.2% | $3,949+130.2% | $2,623+246.6% |
| Participant deferral / active EE | $14,737 | $4,513+226.5% | $6,276+134.8% | $4,346+239.1% |
| Admin fee / account holder | $118 | $1,808-93.5% | $10,363-98.9% | $1,942-93.9% |