| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,794 |
ALAN BILLER & ASSOCIATES2 years Service code 16 · EIN 94-2854958 | Consulting | $14,000 |
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 | $321,807 | $65,292+392.9% | $71,671+349.0% | $77,958+312.8% |
| Participation rate | 94.4% | 67.4%+27.0pp | 68.7%+25.7pp | 71.6%+22.8pp |
| Annual return | 20.27% | 21.25%-1.0pp | 20.65%-0.4pp | 20.87%-0.6pp |
| Employer contribution / active EE | $11,150 | $2,085+434.8% | $2,460+353.3% | $2,310+382.6% |
| Participant deferral / active EE | $263 | $3,008-91.3% | $3,438-92.4% | $3,537-92.6% |
| Admin fee / account holder | $63 | $84-25.0% | $5,558-98.9% | $97-35.0% |