Filed October 19, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVUS FINANCIAL PARTNERS Service code 27 · EIN 85-4001199 | Advisory (Plan) | $20,146 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,190 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,345 |
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 | $55,123 | $106,028-48.0% | $146,958-62.5% | $77,643-29.0% |
| Participation rate | 57.7% | 78.4%-20.7pp | 82.2%-24.5pp | 70.6%-12.9pp |
| Annual return | 19.55% | 56.73%-37.2pp | 418.34%-398.8pp | 31.24%-11.7pp |
| Employer contribution / active EE | $1,530 | $4,063-62.3% | $4,933-69.0% | $2,726-43.9% |
| Participant deferral / active EE | $5,420 | $7,990-32.2% | $8,070-32.8% | $4,647+16.6% |
| Admin fee / account holder | $135 | $337-60.0% | $12,998-99.0% | $430-68.6% |