| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $198,392 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,941 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $8,375 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,139 | $78,339+364.8% | $85,708+324.9% | $93,010+291.5% |
| Participation rate | 94.8% | 72.5%+22.3pp | 69.9%+25.0pp | 73.9%+20.9pp |
| Annual return | 14.13% | 21.17%-7.0pp | 21.49%-7.4pp | 158.70%-144.6pp |
| Employer contribution / active EE | $11,847 | $2,560+362.8% | $2,618+352.5% | $2,705+337.9% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,922-100.0% | $4,561-100.0% |
| Admin fee / account holder | $143 | $104+38.1% | $6,876-97.9% | $152-5.4% |