| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,169 |
MPC CAPITAL ADVISORS LLC4 years Service code 27 · EIN 27-2136582 | Advisory (Plan) | $22,791 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,403 |
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 | $365,353 | $127,481+186.6% | $149,751+144.0% | $90,274+304.7% |
| Participation rate | 95.3% | 78.2%+17.1pp | 82.5%+12.8pp | 73.4%+22.0pp |
| Annual return | 15.27% | 57.78%-42.5pp | 276.71%-261.4pp | 53.97%-38.7pp |
| Employer contribution / active EE | $6,883 | $3,448+99.6% | $4,646+48.2% | $2,523+172.8% |
| Participant deferral / active EE | $12,196 | $6,975+74.9% | $6,843+78.2% | $4,231+188.3% |
| Admin fee / account holder | $31 | $152-79.5% | $9,312-99.7% | $114-72.7% |