Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $102,002 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,990 |
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 | $35,874 | $204,517-82.5% | $69,480-48.4% | $77,775-53.9% |
| Participation rate | 98.8% | 74.6%+24.1pp | 74.6%+24.2pp | 73.2%+25.5pp |
| Annual return | 21.53% | 22.10%-0.6pp | 28.99%-7.5pp | 32.58%-11.0pp |
| Employer contribution / active EE | $3,841 | $3,548+8.3% | $2,780+38.2% | $2,504+53.4% |
| Participant deferral / active EE | $3,470 | $3,478-0.3% | $3,537-1.9% | $3,966-12.5% |
| Admin fee / account holder | $33 | $101-67.4% | $3,840-99.1% | $100-67.2% |