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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC INVESTMENT SOLUTIONS Service code 99 · EIN 71-0294708 9501 W 144TH PL #101 · ORLANDO PARK, IL 60462 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,739 | $65,364-65.2% | $92,909-75.5% | $72,975-68.8% |
| Participation rate | 76.5% | 68.3%+8.2pp | 76.0%+0.5pp | 69.5%+7.0pp |
| Annual return | 19.54% | 42.11%-22.6pp | 109.44%-89.9pp | 81.01%-61.5pp |
| Employer contribution / active EE | $258 | $2,594-90.1% | $3,653-93.0% | $2,440-89.4% |
| Participant deferral / active EE | $2,340 | $3,128-25.2% | $4,238-44.8% | $3,608-35.1% |
| Admin fee / account holder | $55 | $4,251-98.7% | $5,795-99.1% | $5,124-98.9% |