Filed February 26, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,779 |
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 | $401,494 | $51,223+683.8% | $82,768+385.1% | $66,954+499.7% |
| Participation rate | 92.3% | 67.9%+24.4pp | 72.6%+19.7pp | 69.8%+22.4pp |
| Annual return | -15.72% | -9.86%-5.9pp | 702.70%-718.4pp | 1.57%-17.3pp |
| Employer contribution / active EE | $17,992 | $2,611+589.1% | $3,008+498.2% | $2,545+607.0% |
| Participant deferral / active EE | $13,867 | $3,460+300.7% | $4,395+215.5% | $4,239+227.1% |
| Admin fee / account holder | -$6 | $415-101.4% | $5,326-100.1% | $594-101.0% |