Filed September 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $79,330 |
CLEARSTEAD ADVISORS, LLC6 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $75,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $69,445 |
MEADEN & MOORE, LTD.6 years Filed as: MEADEN AND MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $17,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,191 | $102,872+30.4% | $180,183-25.5% | $102,872+30.4% |
| Participation rate | 93.7% | 73.0%+20.7pp | 77.4%+16.3pp | 73.0%+20.7pp |
| Annual return | -12.35% | 19.06%-31.4pp | 27.86%-40.2pp | 19.06%-31.4pp |
| Employer contribution / active EE | $6,324 | $3,526+79.3% | $5,039+25.5% | $3,526+79.3% |
| Participant deferral / active EE | $9,812 | $5,535+77.3% | $6,822+43.8% | $5,535+77.3% |
| Admin fee / account holder | $163 | $292-44.2% | $19,975-99.2% | $292-44.2% |