Filed December 28, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,937 |
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,536 |
MERCER1+ years Service code 17 · EIN 13-2834441 | Pension Consulting | $3,917 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$275,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,797 | $37,039+509.6% | $147,618+53.0% | $59,188+281.5% |
| Participation rate | 44.1% | 63.8%-19.7pp | 84.6%-40.5pp | 69.4%-25.3pp |
| Annual return | 1.58% | 7.19%-5.6pp | 61.98%-60.4pp | 5.51%-3.9pp |
| Employer contribution / active EE | $9,130 | $1,353+574.9% | $5,564+64.1% | $2,098+335.2% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $17 | $60-72.2% | $11,612-99.9% | $92-81.8% |