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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,472 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,965 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $622,845 | $46,360+1243.5% | $147,618+321.9% | $52,331+1090.2% |
| Participation rate | 72.5% | 64.9%+7.6pp | 84.6%-12.1pp | 68.1%+4.4pp |
| Annual return | 0.91% | 1.62%-0.7pp | 61.98%-61.1pp | 4.54%-3.6pp |
| Employer contribution / active EE | $36,395 | $2,126+1611.8% | $5,565+554.1% | $1,882+1834.2% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | -$265 | $766-134.5% | $11,612-102.3% | $592-144.7% |