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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,874 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,650 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,684 | $118,971-30.5% | $112,977-26.8% | $73,493+12.5% |
| Participation rate | 97.9% | 83.3%+14.6pp | 82.6%+15.3pp | 70.7%+27.2pp |
| Annual return | 12.49% | 17.79%-5.3pp | 24.24%-11.7pp | 28.51%-16.0pp |
| Employer contribution / active EE | $4,742 | $4,091+15.9% | $4,255+11.5% | $2,270+108.9% |
| Participant deferral / active EE | $8,302 | $6,133+35.4% | $5,836+42.3% | $3,740+122.0% |
| Admin fee / account holder | $66 | $573-88.4% | $6,294-98.9% | $513-87.1% |