Filed February 26, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,042 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$61,815 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $497,481 | $60,393+723.7% | $81,820+508.0% | $74,429+568.4% |
| Participation rate | 96.9% | 62.9%+34.0pp | 72.4%+24.5pp | 67.2%+29.7pp |
| Annual return | 18.31% | 16.89%+1.4pp | 777.93%-759.6pp | 1368.38%-1350.1pp |
| Employer contribution / active EE | $17,378 | $2,626+561.7% | $2,915+496.2% | $2,625+562.1% |
| Participant deferral / active EE | $14,414 | $3,397+324.3% | $4,323+233.5% | $4,348+231.5% |
| Admin fee / account holder | -$145 | $1,491-109.7% | $7,391-102.0% | $1,944-107.4% |