Filed February 26, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,617 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,842 | $41,854+755.0% | $73,837+384.6% | $52,331+583.8% |
| Participation rate | 91.8% | 66.2%+25.6pp | 73.4%+18.4pp | 68.1%+23.7pp |
| Annual return | 1.02% | 2.11%-1.1pp | 2268.13%-2267.1pp | 4.54%-3.5pp |
| Employer contribution / active EE | $12,533 | $1,920+552.7% | $2,788+349.6% | $1,882+566.1% |
| Participant deferral / active EE | $13,040 | $2,498+422.0% | $3,583+263.9% | $3,022+331.5% |
| Admin fee / account holder | -$35 | $493-107.2% | $4,882-100.7% | $592-106.0% |