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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,636 |
CAPIN CROUSE LLP1 year Service code 10 · EIN 36-3990892 | Accounting | $15,992 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT Service code 16 · EIN 26-3521867 | Consulting | $13,971 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$20,616 |
Participant 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 | $49,935 | $41,256+21.0% | $86,593-42.3% | $77,958-35.9% |
| Participation rate | 99.6% | 63.0%+36.6pp | 73.5%+26.0pp | 71.6%+27.9pp |
| Annual return | 15.39% | 17.67%-2.3pp | 965.08%-949.7pp | 20.87%-5.5pp |
| Employer contribution / active EE | $2,422 | $1,613+50.2% | $2,840-14.7% | $2,310+4.8% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $25 | $71-65.0% | $4,904-99.5% | $97-74.6% |