Filed January 15, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Loan Processing | $1,401,574 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 245 SUMMER STREET · BOSTON, MA 02210 | Advisory (Plan) | $317,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,764 | $97,136-7.6% | $59,878+49.9% | $73,367+22.3% |
| Participation rate | 42.1% | 65.8%-23.6pp | 74.7%-32.6pp | 69.5%-27.3pp |
| Annual return | -4.45% | -2.56%-1.9pp | 3.46%-7.9pp | 173.45%-177.9pp |
| Employer contribution / active EE | $2,943 | $4,492-34.5% | $2,722+8.1% | $2,499+17.8% |
| Participant deferral / active EE | $6,179 | $4,036+53.1% | $3,402+81.6% | $4,033+53.2% |
| Admin fee / account holder | $67 | $31+119.0% | $3,590-98.1% | $68-1.8% |