Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET KWIC · BOSTON, MA 02109 | Loan Processing | $4,257 |
JEFFREY SLOCUM & ASSOCIATES4+ years Filed as: JEFFREY SLOCUM & ASSOCIATES, INC Service code 16 · EIN 41-1567437 43 SE MAIN ST · MINNEAPOLIS, MN 554021844 | Consulting | $3,906 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,494 | $45,382+238.2% | $154,110-0.4% | $75,289+103.9% |
| Participation rate | 23.3% | 65.9%-42.6pp | 83.0%-59.8pp | 72.4%-49.2pp |
| Annual return | -4.15% | -0.47%-3.7pp | 735.22%-739.4pp | -0.04%-4.1pp |
| Employer contribution / active EE | $101 | $1,533-93.4% | $5,298-98.1% | $2,405-95.8% |
| Participant deferral / active EE | $226 | $2,384-90.5% | $5,081-95.6% | $3,739-94.0% |
| Admin fee / account holder | $30 | $89-66.2% | $13,412-99.8% | $102-70.5% |