Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 04-2647786 | Securities Custodian | $70,884 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,030 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,336 | $105,179-33.1% | $64,110+9.7% | $80,187-12.3% |
| Participation rate | 99.7% | 73.5%+26.2pp | 72.3%+27.4pp | 72.9%+26.8pp |
| Annual return | 16.22% | 20.34%-4.1pp | 33.75%-17.5pp | 40.40%-24.2pp |
| Employer contribution / active EE | $5,311 | $3,311+60.4% | $2,751+93.1% | $2,980+78.2% |
| Participant deferral / active EE | $5,292 | $4,020+31.6% | $3,883+36.3% | $5,016+5.5% |
| Admin fee / account holder | $53 | $113-53.6% | $3,071-98.3% | $145-63.8% |