Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $134,121 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,391 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,486 | $120,057-48.8% | $75,728-18.8% | $93,010-33.9% |
| Participation rate | 99.8% | 77.3%+22.5pp | 74.8%+25.0pp | 73.9%+25.9pp |
| Annual return | 11.97% | 19.62%-7.6pp | 104.66%-92.7pp | 158.70%-146.7pp |
| Employer contribution / active EE | $3,893 | $3,253+19.7% | $2,743+41.9% | $2,705+43.9% |
| Participant deferral / active EE | $4,946 | $4,089+21.0% | $3,820+29.5% | $4,561+8.4% |
| Admin fee / account holder | $73 | $81-10.9% | $3,620-98.0% | $152-52.2% |