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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 20 · EIN 52-1540171 | Trustee (individual) | $166,476 |
NORTHERN TRUST COMPANY1+ years Service code 26 · EIN 36-1561860 | Advisory (Participants) | $30,807 |
WALKER BENEFITS, LLC1+ years Filed as: WALKER HOUSE Service code 26 | Advisory (Participants) | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -1.66% | -0.74%-0.9pp | -1.08%-0.6pp | -0.60%-1.1pp |
| Employer contribution / active EE | $4,402 | $12,555-64.9% | $35,779-87.7% | $12,272-64.1% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |