Filed May 20, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC RETIREMENT PARTNERS Service code 28 · EIN 99-2539506 | Investment Management | $52,899 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $41,436 |
BONADIO & CO., LLP4 years Filed as: BONADIO AND COMPANY LLP Service code 10 · EIN 16-1131146 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,069 | $83,575+145.4% | $66,439+208.7% | $65,191+214.6% |
| Participation rate | 67.7% | 71.6%-3.9pp | 74.5%-6.8pp | 63.0%+4.7pp |
| Annual return | 9.88% | 12.38%-2.5pp | 757.66%-747.8pp | 51.24%-41.4pp |
| Employer contribution / active EE | $1,421 | $2,903-51.0% | $2,637-46.1% | $2,400-40.8% |
| Participant deferral / active EE | $3,360 | $3,365-0.2% | $3,876-13.3% | $2,671+25.8% |
| Admin fee / account holder | $86 | $234-63.3% | $6,173-98.6% | $907-90.5% |