Filed February 26, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,429 |
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 | $483,793 | $66,124+631.6% | $90,468+434.8% | $73,501+558.2% |
| Participation rate | 94.0% | 69.7%+24.4pp | 72.7%+21.3pp | 70.7%+23.3pp |
| Annual return | 13.29% | 17.65%-4.4pp | 1294.94%-1281.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $17,179 | $2,346+632.1% | $3,264+426.4% | $2,270+656.7% |
| Participant deferral / active EE | $14,618 | $3,039+381.0% | $3,964+268.8% | $3,740+290.8% |
| Admin fee / account holder | $138 | $396-65.3% | $5,614-97.5% | $513-73.2% |