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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,331 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $20,475 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,590 |
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 | $319,153 | $65,118+390.1% | $76,768+315.7% | $55,727+472.7% |
| Participation rate | 94.9% | 79.6%+15.2pp | 77.0%+17.9pp | 70.9%+24.0pp |
| Annual return | -4.86% | -1.27%-3.6pp | 2.43%-7.3pp | 244.94%-249.8pp |
| Employer contribution / active EE | $8,845 | $1,941+355.7% | $2,485+255.9% | $2,078+325.6% |
| Participant deferral / active EE | $14,679 | $3,688+298.0% | $3,852+281.1% | $3,356+337.4% |
| Admin fee / account holder | -$29 | $116-125.0% | $6,676-100.4% | $115-125.1% |