| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $162,075 |
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 | $350,238 | $74,462+370.4% | $81,988+327.2% | $90,274+288.0% |
| Participation rate | 94.1% | 69.7%+24.5pp | 69.3%+24.9pp | 73.4%+20.8pp |
| Annual return | 19.95% | 17.56%+2.4pp | 41.32%-21.4pp | 53.97%-34.0pp |
| Employer contribution / active EE | $11,929 | $2,334+411.0% | $2,499+377.4% | $2,523+372.7% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,723-100.0% | $4,231-100.0% |
| Admin fee / account holder | $129 | $98+31.9% | $5,666-97.7% | $114+13.3% |