Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 04-2647786 | Securities Custodian | $76,999 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,415 |
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 | $55,595 | $98,780-43.7% | $60,919-8.7% | $77,906-28.6% |
| Participation rate | 99.7% | 76.7%+23.0pp | 73.1%+26.6pp | 73.7%+26.0pp |
| Annual return | -16.02% | -11.56%-4.5pp | 16.98%-33.0pp | 12.16%-28.2pp |
| Employer contribution / active EE | $5,300 | $3,605+47.0% | $2,704+96.0% | $2,846+86.2% |
| Participant deferral / active EE | $5,324 | $4,200+26.8% | $3,814+39.6% | $4,805+10.8% |
| Admin fee / account holder | $52 | $89-41.5% | $3,226-98.4% | $133-60.9% |