Filed February 26, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,303 |
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 | $391,826 | $50,637+673.8% | $86,593+352.5% | $62,293+529.0% |
| Participation rate | 91.0% | 67.9%+23.1pp | 73.5%+17.5pp | 69.5%+21.5pp |
| Annual return | 16.41% | 20.80%-4.4pp | 965.08%-948.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $13,187 | $2,075+535.4% | $2,840+364.4% | $2,042+545.7% |
| Participant deferral / active EE | $12,236 | $2,611+368.6% | $3,609+239.1% | $3,169+286.1% |
| Admin fee / account holder | $96 | $413-76.9% | $4,904-98.0% | $479-80.0% |