Filed June 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,040 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,021 | $44,897-42.0% | $84,966-69.4% | $199,593-87.0% |
| Participation rate | 61.4% | 45.7%+15.7pp | 67.5%-6.1pp | 72.0%-10.5pp |
| Annual return | 14.38% | 20.96%-6.6pp | 66.38%-52.0pp | 34.25%-19.9pp |
| Employer contribution / active EE | $667 | $1,365-51.2% | $2,727-75.5% | $3,034-78.0% |
| Participant deferral / active EE | $1,641 | $2,668-38.5% | $4,519-63.7% | $5,087-67.7% |
| Admin fee / account holder | $33 | $584-94.4% | $6,149-99.5% | $269-87.9% |