Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $155,298 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,143 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,322 | $85,199-66.8% | $57,196-50.5% | $63,975-55.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.3%+24.7pp | 71.1%+28.9pp |
| Annual return | 8.32% | 10.43%-2.1pp | 14.59%-6.3pp | 48.65%-40.3pp |
| Employer contribution / active EE | $3,789 | $3,446+10.0% | $2,683+41.2% | $2,182+73.7% |
| Participant deferral / active EE | $3,099 | $3,109-0.3% | $3,096+0.1% | $3,356-7.7% |
| Admin fee / account holder | $47 | $39+21.9% | $3,141-98.5% | $70-33.2% |