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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,286 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,055 |
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 | $271,803 | $75,388+260.5% | $123,553+120.0% | $55,725+387.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -0.63% | 4.48%-5.1pp | 119.21%-119.8pp | 244.93%-245.6pp |
| Employer contribution / active EE | $11,511 | $3,063+275.8% | $4,628+148.7% | $2,078+453.9% |
| Participant deferral / active EE | $9,170 | $5,651+62.3% | $6,426+42.7% | $3,356+173.3% |
| Admin fee / account holder | $69 | $120-42.3% | $9,284-99.3% | $115-40.0% |