Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,760 |
Service code 37 · EIN 04-2647786 82 DEVONSHIRE ST KW1C · BOSTON, MA 02109 | Loan Processing | $6,044 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,487 | $45,382+9.0% | $154,110-67.9% | $75,289-34.3% |
| Participation rate | 80.2% | 65.9%+14.3pp | 83.0%-2.9pp | 72.4%+7.7pp |
| Annual return | -5.29% | -0.47%-4.8pp | 735.22%-740.5pp | -0.04%-5.3pp |
| Employer contribution / active EE | $542 | $1,533-64.6% | $5,298-89.8% | $2,405-77.5% |
| Participant deferral / active EE | $4,888 | $2,384+105.0% | $5,081-3.8% | $3,739+30.7% |
| Admin fee / account holder | $9 | $89-90.0% | $13,412-99.9% | $102-91.3% |