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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,680 |
CAPIN CROUSE LLP3+ years Service code 10 · EIN 36-3990892 | Accounting | $9,650 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$3,717 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,498 | $41,256-6.7% | $86,593-55.5% | $77,958-50.6% |
| Participation rate | 71.5% | 63.0%+8.5pp | 73.5%-2.1pp | 71.6%-0.2pp |
| Annual return | 18.11% | 17.67%+0.4pp | 965.08%-947.0pp | 20.87%-2.8pp |
| Employer contribution / active EE | $32 | $1,613-98.0% | $2,840-98.9% | $2,310-98.6% |
| Participant deferral / active EE | $2,194 | $2,332-5.9% | $3,609-39.2% | $3,537-38.0% |
| Admin fee / account holder | $17 | $71-75.5% | $4,904-99.6% | $97-82.2% |