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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,702 |
BERRY DUNN3 years Service code 10 · EIN 01-0523282 | Accounting | $8,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Employer contribution per participant 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 | $161,576 | $73,638+119.4% | $108,405+49.0% | $79,391+103.5% |
| Participation rate | 71.6% | 77.4%-5.8pp | 80.1%-8.5pp | 70.7%+0.9pp |
| Annual return | 14.44% | 33.27%-18.8pp | 905.55%-891.1pp | 116.88%-102.4pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,559-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $8,716 | $6,218+40.2% | $6,563+32.8% | $4,046+115.4% |
| Admin fee / account holder | $153 | $638-76.1% | $7,297-97.9% | $627-75.7% |