| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $156,398 |
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 | $287,291 | $57,606+398.7% | $67,313+326.8% | $75,289+281.6% |
| Participation rate | 92.7% | 68.2%+24.5pp | 69.1%+23.7pp | 72.4%+20.3pp |
| Annual return | -5.40% | -0.47%-4.9pp | -4.08%-1.3pp | -0.04%-5.4pp |
| Employer contribution / active EE | $10,592 | $2,206+380.0% | $2,566+312.8% | $2,405+340.4% |
| Participant deferral / active EE | $279 | $3,195-91.3% | $3,568-92.2% | $3,739-92.5% |
| Admin fee / account holder | $112 | $83+35.9% | $4,507-97.5% | $102+9.9% |