| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,795 |
ALAN BILLER & ASSOCIATES2 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $14,000 |
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 | $263,316 | $65,292+303.3% | $71,671+267.4% | $77,958+237.8% |
| Participation rate | 92.3% | 67.4%+24.9pp | 68.7%+23.5pp | 71.6%+20.6pp |
| Annual return | 18.82% | 21.25%-2.4pp | 20.65%-1.8pp | 20.87%-2.0pp |
| Employer contribution / active EE | $3,073 | $2,085+47.4% | $2,460+24.9% | $2,310+33.0% |
| Participant deferral / active EE | $10,046 | $3,008+233.9% | $3,438+192.2% | $3,537+184.0% |
| Admin fee / account holder | $67 | $84-20.5% | $5,558-98.8% | $97-31.0% |