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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,218 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,649 | $65,453+43.1% | $86,698+8.0% | $66,938+39.9% |
| Participation rate | 96.7% | 75.5%+21.3pp | 76.6%+20.1pp | 69.8%+26.9pp |
| Annual return | -17.74% | -10.89%-6.8pp | 35.95%-53.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $4,933 | $2,154+129.0% | $2,837+73.9% | $2,545+93.8% |
| Participant deferral / active EE | $5,226 | $4,102+27.4% | $4,656+12.2% | $4,238+23.3% |
| Admin fee / account holder | $39 | $642-93.9% | $7,493-99.5% | $594-93.4% |