| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,161 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $1,175 |
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 | $254,437 | $52,722+382.6% | $90,468+181.2% | $73,415+246.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 17.62% | 20.70%-3.1pp | 1294.94%-1277.3pp | 59.30%-41.7pp |
| Employer contribution / active EE | $7,512 | $1,872+301.4% | $3,264+130.2% | $2,234+236.3% |
| Participant deferral / active EE | $11,886 | $2,810+323.0% | $3,964+199.9% | $3,806+212.3% |
| Admin fee / account holder | $8 | $117-93.1% | $5,614-99.9% | $158-94.9% |