Filed February 26, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,828 |
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 | $370,757 | $43,423+753.8% | $78,677+371.2% | $55,167+572.1% |
| Participation rate | 89.9% | 68.0%+21.9pp | 73.6%+16.4pp | 69.0%+21.0pp |
| Annual return | 8.27% | 11.53%-3.3pp | 62.19%-53.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $11,735 | $1,997+487.7% | $2,850+311.7% | $1,963+497.9% |
| Participant deferral / active EE | $12,442 | $2,509+396.0% | $3,517+253.8% | $3,054+307.4% |
| Admin fee / account holder | -$10 | $416-102.5% | $4,510-100.2% | $504-102.0% |