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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC INVESTMENT SOLUTIONS Service code 99 · EIN 71-0294708 9501 W 144TH PL #101 · ORLANDO PARK, IL 60462 | Other Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,468 | $72,273-56.5% | $101,275-68.9% | $79,856-60.6% |
| Participation rate | 96.9% | 68.5%+28.4pp | 75.8%+21.1pp | 69.6%+27.2pp |
| Annual return | 12.25% | 22.30%-10.0pp | 46.48%-34.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $951 | $2,691-64.7% | $3,660-74.0% | $2,471-61.5% |
| Participant deferral / active EE | $4,673 | $3,282+42.4% | $4,371+6.9% | $3,741+24.9% |
| Admin fee / account holder | $80 | $4,401-98.2% | $5,948-98.7% | $5,306-98.5% |