| Provider | Service type | Compensation |
|---|---|---|
MPC CAPITAL ADVISORS LLC1 year Service code 16 · EIN 27-2136582 | Consulting | $37,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,206 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS AND VESELKA CO Service code 10 · EIN 74-1769118 | Accounting | $6,825 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $275,518 | $96,458+185.6% | $136,298+102.1% | $77,958+253.4% |
| Participation rate | 89.4% | 75.4%+14.0pp | 81.9%+7.4pp | 71.6%+17.7pp |
| Annual return | 60.09% | 23.78%+36.3pp | 5156.27%-5096.2pp | 20.87%+39.2pp |
| Employer contribution / active EE | $2,490 | $3,144-20.8% | $4,696-47.0% | $2,310+7.8% |
| Participant deferral / active EE | $12,343 | $5,902+109.1% | $6,247+97.6% | $3,537+249.0% |
| Admin fee / account holder | -$69 | $80-185.8% | $9,244-100.7% | $97-170.9% |