Filed September 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,818 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,318 |
CLEARSTEAD ADVISORS, LLC5 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $45,000 |
MEADEN & MOORE, LTD.5 years Filed as: MEADEN AND MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $17,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,984 | $139,767-14.9% | $153,485-22.5% | $199,593-40.4% |
| Participation rate | 93.9% | 85.1%+8.8pp | 77.1%+16.9pp | 72.0%+22.0pp |
| Annual return | 14.79% | 20.59%-5.8pp | 15.65%-0.9pp | 34.25%-19.5pp |
| Employer contribution / active EE | $4,907 | $6,517-24.7% | $5,039-2.6% | $3,034+61.7% |
| Participant deferral / active EE | $7,705 | $8,055-4.3% | $6,757+14.0% | $5,087+51.5% |
| Admin fee / account holder | $98 | $98+0.2% | $12,724-99.2% | $269-63.5% |