| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $203,317 |
ALAN BILLER & ASSOCIATES8 years Service code 16 · EIN 94-2854958 | Consulting | $8,375 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $290,497 | $70,115+314.3% | $70,589+311.5% | $80,187+262.3% |
| Participation rate | 95.8% | 71.7%+24.2pp | 68.4%+27.5pp | 72.9%+22.9pp |
| Annual return | 20.89% | 134.51%-113.6pp | 32.80%-11.9pp | 40.40%-19.5pp |
| Employer contribution / active EE | $12,767 | $3,021+322.6% | $2,977+328.8% | $2,980+328.5% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,569-100.0% | $5,016-100.0% |
| Admin fee / account holder | $110 | $112-2.4% | $6,430-98.3% | $145-24.5% |