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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,424 |
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 | $532,249 | $63,768+734.7% | $98,508+440.3% | $79,395+570.4% |
| Participation rate | 89.7% | 69.9%+19.8pp | 73.3%+16.3pp | 70.7%+18.9pp |
| Annual return | 14.87% | 626.18%-611.3pp | 1495.22%-1480.4pp | 116.90%-102.0pp |
| Employer contribution / active EE | $15,155 | $2,558+492.5% | $2,961+411.9% | $2,428+524.2% |
| Participant deferral / active EE | $13,495 | $3,305+308.3% | $4,276+215.6% | $4,046+233.6% |
| Admin fee / account holder | $52 | $516-90.0% | $5,956-99.1% | $626-91.8% |