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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INVMNT ADVISOR Service code 27 · EIN 36-4268991 | Advisory (Plan) | $14,652 |
Filed as: MIDWEST INSTITUTIONAL TRUST Service code 21 · EIN 39-6490536 | Bank Trustee | $7,716 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 6.65% | 10.25%-3.6pp | 8.34%-1.7pp | 8.21%-1.6pp |
| Employer contribution / active EE | $5,645 | $16,685-66.2% | $30,790-81.7% | $13,841-59.2% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |