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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,392 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,646 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $833,969 | $84,236+890.0% | $170,435+389.3% | $70,126+1089.2% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 22.36% | 23.06%-0.7pp | 205.94%-183.6pp | 73.15%-50.8pp |
| Employer contribution / active EE | $50,461 | $3,387+1389.8% | $5,432+828.9% | $2,343+2054.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | -$316 | $5,698-105.6% | $13,881-102.3% | $4,645-106.8% |