| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $479,889 |
Service code 37 · EIN 04-2647786 | Loan Processing | $71,752 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $17,348 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $863,684 | $74,462+1059.9% | $81,988+953.4% | $90,274+856.7% |
| Participation rate | 97.0% | 69.7%+27.3pp | 69.3%+27.7pp | 73.4%+23.6pp |
| Annual return | 17.81% | 17.56%+0.3pp | 41.32%-23.5pp | 53.97%-36.2pp |
| Employer contribution / active EE | $39,892 | $2,334+1608.9% | $2,499+1496.6% | $2,523+1480.8% |
| Participant deferral / active EE | $1,516 | $3,602-57.9% | $3,723-59.3% | $4,231-64.2% |
| Admin fee / account holder | $227 | $98+131.9% | $5,666-96.0% | $114+99.2% |