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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $190,862 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,440 |
AMERICAN FUNDS6+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $52,280 |
KREISCHER MILLER5 years Service code 10 · EIN 23-1980475 | Accounting | $31,745 |
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 | $259,678 | $105,190+146.9% | $98,920+162.5% | $90,274+187.7% |
| Participation rate | 99.8% | 86.4%+13.4pp | 76.0%+23.7pp | 73.4%+26.4pp |
| Annual return | 17.22% | 18.52%-1.3pp | 196.47%-179.3pp | 53.97%-36.8pp |
| Employer contribution / active EE | $9,204 | $3,831+140.3% | $2,689+242.2% | $2,523+264.7% |
| Participant deferral / active EE | $10,556 | $5,616+88.0% | $4,245+148.7% | $4,231+149.5% |
| Admin fee / account holder | $86 | $97-11.5% | $6,643-98.7% | $114-24.5% |