| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $797,186 |
Service code 37 · EIN 04-2647786 | Loan Processing | $148,520 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $5,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,234 | $99,313+180.2% | $103,065+170.0% | $99,313+180.2% |
| Participation rate | 98.6% | 71.7%+26.9pp | 80.6%+18.1pp | 71.7%+26.9pp |
| Annual return | 14.64% | 17.67%-3.0pp | 23.95%-9.3pp | 17.67%-3.0pp |
| Employer contribution / active EE | $5,355 | $3,264+64.1% | $4,675+14.5% | $3,264+64.1% |
| Participant deferral / active EE | $13,936 | $5,346+160.7% | $6,625+110.4% | $5,346+160.7% |
| Admin fee / account holder | $304 | $109+178.7% | $9,349-96.7% | $109+178.7% |