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 | $93,351+119.7% | $62,929+225.9% | $79,634+157.5% |
| Participation rate | 67.7% | 74.6%-6.9pp | 73.1%-5.4pp | 62.5%+5.2pp |
| Annual return | 9.88% | 14.37%-4.5pp | 1063.93%-1054.1pp | 36.46%-26.6pp |
| Employer contribution / active EE | $1,421 | $3,135-54.7% | $2,505-43.3% | $2,529-43.8% |
| Participant deferral / active EE | $3,360 | $3,921-14.3% | $3,888-13.6% | $3,835-12.4% |
| Admin fee / account holder | $86 | $229-62.5% | $5,065-98.3% | $1,002-91.4% |