| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $135,643 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $25,276 |
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 | $281,616 | $74,462+278.2% | $81,988+243.5% | $90,274+212.0% |
| Participation rate | 92.3% | 69.7%+22.6pp | 69.3%+23.0pp | 73.4%+18.9pp |
| Annual return | 19.65% | 17.56%+2.1pp | 41.32%-21.7pp | 53.97%-34.3pp |
| Employer contribution / active EE | $3,458 | $2,334+48.1% | $2,499+38.4% | $2,523+37.0% |
| Participant deferral / active EE | $11,163 | $3,602+209.9% | $3,723+199.9% | $4,231+163.9% |
| Admin fee / account holder | $114 | $98+16.2% | $5,666-98.0% | $114-0.2% |