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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,200 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $96,018 | $59,191+62.2% | $76,767+25.1% | $56,289+70.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -3.36% | 6.62%-10.0pp | 2.43%-5.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $4,178 | $1,759+137.5% | $2,485+68.1% | $2,111+97.9% |
| Participant deferral / active EE | $5,208 | $3,255+60.0% | $3,852+35.2% | $3,350+55.5% |
| Admin fee / account holder | $34 | $489-93.1% | $6,675-99.5% | $521-93.6% |