Filed February 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AMBROSE ESOP ADVISORS, LLC1+ years Service code 14 · EIN 75-2988337 | Plan Administrator | $16,560 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC EQUITY GROUP Service code 34 | Valuation (appraisals, etc.) | $11,500 |
C DART CPA1+ years Service code 10 · EIN 47-3105009 | Accounting | $10,750 |
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 | $30,002 | $56,640-47.0% | $78,002-61.5% | $55,167-45.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 61.41% | 2868.48%-2807.1pp | 425.99%-364.6pp | 169.23%-107.8pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $133 | $467-71.5% | $5,481-97.6% | $504-73.6% |