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 | $86,795+136.3% | $67,681+203.0% | $64,728+216.8% |
| Participation rate | 67.7% | 71.7%-3.9pp | 73.7%-6.0pp | 57.9%+9.8pp |
| Annual return | 9.88% | 12.58%-2.7pp | 590.58%-580.7pp | 49.38%-39.5pp |
| Employer contribution / active EE | $1,421 | $2,837-49.9% | $2,678-46.9% | $2,243-36.6% |
| Participant deferral / active EE | $3,360 | $3,430-2.0% | $3,976-15.5% | $2,729+23.1% |
| Admin fee / account holder | $86 | $238-64.0% | $6,100-98.6% | $1,145-92.5% |