| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $234,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,519 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN BILLER AND ASSOCIATES, INC. Service code 70 · EIN 94-2854958 | Consulting Fees | $12,395 |
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.
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 | $257,495 | $63,321+306.7% | $68,815+274.2% | $77,906+230.5% |
| Participation rate | 94.7% | 71.1%+23.6pp | 69.0%+25.7pp | 73.7%+21.0pp |
| Annual return | -19.97% | -6.50%-13.5pp | -6.37%-13.6pp | 12.16%-32.1pp |
| Employer contribution / active EE | $12,528 | $2,794+348.5% | $2,656+371.6% | $2,846+340.2% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,943-100.0% | $4,805-100.0% |
| Admin fee / account holder | $160 | $104+53.3% | $4,936-96.8% | $133+20.6% |