Filed May 17, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $96,416 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,309 | $50,151-73.5% | $149,696-91.1% | $80,157-83.4% |
| Participation rate | 64.0% | 64.3%-0.3pp | 78.8%-14.8pp | 72.9%-9.0pp |
| Annual return | 24.36% | 29.80%-5.4pp | 134.46%-110.1pp | 40.39%-16.0pp |
| Employer contribution / active EE | $1,069 | $1,867-42.7% | $4,821-77.8% | $2,977-64.1% |
| Participant deferral / active EE | $1,947 | $3,194-39.0% | $5,682-65.7% | $5,015-61.2% |
| Admin fee / account holder | $29 | $153-81.2% | $13,212-99.8% | $145-80.2% |