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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,342 |
Service code 37 · EIN 04-2647786 | Loan Processing | $438 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $403,676 | $98,760+308.7% | $149,715+169.6% | $79,858+405.5% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.5%-1.9pp | 69.6%+11.0pp |
| Annual return | 13.47% | 27.43%-14.0pp | 276.66%-263.2pp | 31.72%-18.2pp |
| Employer contribution / active EE | $22,274 | $3,217+592.4% | $4,645+379.6% | $2,471+801.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $44 | $6,053-99.3% | $9,310-99.5% | $5,306-99.2% |