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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,935 |
BERRY DUNN1 year Filed as: BERRY, DUNN, MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $6,990 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$12,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,964 | $58,320+68.0% | $86,451+13.3% | $66,949+46.3% |
| Participation rate | 66.8% | 78.6%-11.8pp | 80.3%-13.5pp | 69.8%-3.0pp |
| Annual return | -17.08% | -9.71%-7.4pp | 4398.51%-4415.6pp | 1.57%-18.6pp |
| Employer contribution / active EE | $1,637 | $2,615-37.4% | $3,770-56.6% | $2,545-35.7% |
| Participant deferral / active EE | $8,021 | $6,899+16.3% | $6,953+15.4% | $4,239+89.2% |
| Admin fee / account holder | $46 | $546-91.7% | $6,734-99.3% | $594-92.3% |