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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,378 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,618 |
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 | $803,951 | $75,959+958.4% | $154,114+421.7% | $64,181+1152.6% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -4.67% | 30.32%-35.0pp | 735.16%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $48,377 | $3,350+1344.2% | $5,298+813.2% | $2,381+1932.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | -$417 | $5,589-107.5% | $13,411-103.1% | $4,887-108.5% |