| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $468,894 |
Service code 37 · EIN 04-2647786 | Loan Processing | $97,854 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $18,500 |
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 | $953,321 | $78,339+1116.9% | $85,708+1012.3% | $93,010+925.0% |
| Participation rate | 97.8% | 72.5%+25.3pp | 69.9%+27.9pp | 73.9%+23.9pp |
| Annual return | 13.85% | 21.17%-7.3pp | 21.49%-7.6pp | 158.70%-144.9pp |
| Employer contribution / active EE | $42,129 | $2,560+1545.6% | $2,618+1509.1% | $2,705+1457.3% |
| Participant deferral / active EE | $1,871 | $3,882-51.8% | $3,922-52.3% | $4,561-59.0% |
| Admin fee / account holder | $233 | $104+123.9% | $6,876-96.6% | $152+53.4% |