Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $135,828 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,385 |
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 | $36,175 | $105,581-65.7% | $70,492-48.7% | $90,274-59.9% |
| Participation rate | 99.2% | 77.5%+21.7pp | 75.1%+24.1pp | 73.4%+25.8pp |
| Annual return | 11.97% | 14.78%-2.8pp | 109.16%-97.2pp | 53.97%-42.0pp |
| Employer contribution / active EE | $1,302 | $3,304-60.6% | $2,738-52.5% | $2,523-48.4% |
| Participant deferral / active EE | $3,880 | $3,813+1.8% | $3,711+4.6% | $4,231-8.3% |
| Admin fee / account holder | $43 | $68-35.9% | $3,848-98.9% | $114-62.0% |