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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,183 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,089 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,083 | $73,102+273.6% | $123,553+121.0% | $56,289+385.1% |
| Participation rate | 82.4% | 74.3%+8.0pp | 82.3%+0.1pp | 69.9%+12.5pp |
| Annual return | -4.27% | 3.01%-7.3pp | 119.21%-123.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $3,872 | $2,977+30.1% | $4,628-16.3% | $2,111+83.4% |
| Participant deferral / active EE | $10,885 | $5,423+100.7% | $6,426+69.4% | $3,350+224.9% |
| Admin fee / account holder | $22 | $554-96.1% | $9,284-99.8% | $521-95.9% |