Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET KW1C · BOSTON, MA 02109 | Loan Processing | $102,192 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,335 |
JEFFREY SLOCUM & ASSOCIATES4+ years Filed as: JEFFREY SLOCUM & ASSOCIATES INC Service code 16 · EIN 41-1567437 43 SE MAIN STREET · MINNEAPOLIS, MN 554021844 | Consulting | $39,063 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP INC Service code 16 · EIN 41-1567437 | Consulting | $39,063 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,872 | $46,969+27.5% | $154,110-61.2% | $73,367-18.4% |
| Participation rate | 92.1% | 72.4%+19.7pp | 83.0%+9.0pp | 69.5%+22.6pp |
| Annual return | -5.01% | 821.68%-826.7pp | 735.22%-740.2pp | 173.45%-178.5pp |
| Employer contribution / active EE | $2,881 | $1,723+67.2% | $5,298-45.6% | $2,499+15.3% |
| Participant deferral / active EE | $4,751 | $3,162+50.3% | $5,081-6.5% | $4,033+17.8% |
| Admin fee / account holder | $12 | $47-74.0% | $13,412-99.9% | $68-82.3% |