Filed June 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,507 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,457 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $263,072 | $67,894+287.5% | $89,340+194.5% | $82,448+219.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 12.25% | 19.21%-7.0pp | 20.57%-8.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $5,143 | $1,828+181.4% | $2,231+130.5% | $2,551+101.6% |
| Participant deferral / active EE | $10,254 | $3,072+233.7% | $3,823+168.2% | $4,139+147.7% |
| Admin fee / account holder | $199 | $5,723-96.5% | $6,704-97.0% | $7,234-97.2% |