Filed May 15, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,428 |
USI CONSULTING GROUP4 years Service code 49 · EIN 06-1053228 | Other Services | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,017 |
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 | $98,690 | $88,982+10.9% | $102,438-3.7% | $77,671+27.1% |
| Participation rate | 81.5% | 80.9%+0.6pp | 76.5%+5.0pp | 70.6%+10.9pp |
| Annual return | 3.74% | 25.01%-21.3pp | 29.37%-25.6pp | 31.21%-27.5pp |
| Employer contribution / active EE | $4,975 | $2,698+84.4% | $3,024+64.5% | $2,726+82.5% |
| Participant deferral / active EE | $8,779 | $5,144+70.7% | $5,054+73.7% | $4,648+88.9% |
| Admin fee / account holder | $42 | $236-82.1% | $9,448-99.6% | $430-90.2% |