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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,048 |
Service code 37 · EIN 04-2647786 | Loan Processing | $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 | $243,532 | $73,102+233.1% | $123,553+97.1% | $56,289+332.6% |
| Participation rate | 97.0% | 74.3%+22.7pp | 82.3%+14.7pp | 69.9%+27.1pp |
| Annual return | -5.45% | 3.01%-8.5pp | 119.21%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $5,961 | $2,977+100.2% | $4,628+28.8% | $2,111+182.3% |
| Participant deferral / active EE | $5,165 | $5,423-4.8% | $6,426-19.6% | $3,350+54.2% |
| Admin fee / account holder | $53 | $554-90.5% | $9,284-99.4% | $521-89.9% |