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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 20 · EIN 52-1540171 | Trustee (individual) | $203,362 |
NORTHERN TRUST COMPANY4+ years Service code 26 · EIN 36-1561860 | Advisory (Participants) | $37,782 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -3.78% | -1.84%-1.9pp | -0.67%-3.1pp | 0.19%-4.0pp |
| Employer contribution / active EE | $0 | $15,717-100.0% | $31,731-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |