Filed May 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,469 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,841 |
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 | $86,472 | $71,142+21.5% | $119,609-27.7% | $64,808+33.4% |
| Participation rate | 45.8% | 78.6%-32.8pp | 79.3%-33.5pp | 71.5%-25.7pp |
| Annual return | -14.09% | -10.01%-4.1pp | -14.97%+0.9pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,554 | $2,497-37.8% | $4,232-63.3% | $2,506-38.0% |
| Participant deferral / active EE | $3,893 | $4,490-13.3% | $5,602-30.5% | $4,310-9.7% |
| Admin fee / account holder | $96 | $162-41.0% | $10,323-99.1% | $188-49.1% |