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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,339 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$72,625 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,107 | $88,874-35.7% | $123,552-53.8% | $75,289-24.1% |
| Participation rate | 90.2% | 75.9%+14.4pp | 82.3%+7.9pp | 72.4%+17.8pp |
| Annual return | -8.13% | 4.22%-12.4pp | 119.20%-127.3pp | -0.04%-8.1pp |
| Employer contribution / active EE | $1,530 | $3,256-53.0% | $4,628-66.9% | $2,405-36.4% |
| Participant deferral / active EE | $4,599 | $6,174-25.5% | $6,426-28.4% | $3,739+23.0% |
| Admin fee / account holder | -$18 | $95-118.9% | $9,285-100.2% | $102-117.5% |