Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $190,255 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,511 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,185 | $87,173-65.4% | $59,899-49.6% | $75,289-59.9% |
| Participation rate | 95.3% | 74.5%+20.8pp | 74.7%+20.6pp | 72.4%+22.9pp |
| Annual return | -5.16% | -2.14%-3.0pp | 3.46%-8.6pp | -0.04%-5.1pp |
| Employer contribution / active EE | $3,683 | $3,473+6.1% | $2,723+35.3% | $2,405+53.2% |
| Participant deferral / active EE | $3,082 | $3,379-8.8% | $3,403-9.4% | $3,739-17.6% |
| Admin fee / account holder | $55 | $75-26.9% | $3,592-98.5% | $102-46.6% |