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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,618 |
CAPIN CROUSE LLP1 year Filed as: CAPIN CROUSE Service code 10 · EIN 36-3990892 | Accounting | $9,050 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$32,172 |
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 | $55,920 | $37,884+47.6% | $79,472-29.6% | $75,289-25.7% |
| Participation rate | 98.9% | 65.0%+33.9pp | 73.3%+25.5pp | 72.4%+26.5pp |
| Annual return | 13.79% | 1.06%+12.7pp | 718.32%-704.5pp | -0.04%+13.8pp |
| Employer contribution / active EE | $2,466 | $1,680+46.8% | $2,801-11.9% | $2,405+2.6% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $20 | $77-73.3% | $5,104-99.6% | $102-80.0% |