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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 20 · EIN 52-1540171 | Trustee (individual) | $168,408 |
NORTHERN TRUST COMPANY8+ years Service code 26 · EIN 36-1561860 | Advisory (Participants) | $21,512 |
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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 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -10.55% | -13.10%+2.6pp | 0.46%-11.0pp | 2.77%-13.3pp |
| Employer contribution / active EE | $0 | $16,278-100.0% | $35,480-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |