| Provider | Service type | Compensation |
|---|---|---|
MPC CAPITAL ADVISORS LLC2 years Service code 16 · EIN 27-2136582 | Consulting | $78,751 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,331 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,894 |
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 | $262,618 | $88,874+195.5% | $123,553+112.6% | $75,289+248.8% |
| Participation rate | 87.1% | 75.9%+11.2pp | 82.3%+4.8pp | 72.4%+14.6pp |
| Annual return | -1.61% | 4.22%-5.8pp | 119.21%-120.8pp | -0.04%-1.6pp |
| Employer contribution / active EE | $5,822 | $3,256+78.8% | $4,628+25.8% | $2,405+142.1% |
| Participant deferral / active EE | $10,213 | $6,174+65.4% | $6,426+58.9% | $3,739+173.2% |
| Admin fee / account holder | $42 | $95-56.0% | $9,284-99.6% | $102-59.3% |