Filed April 6, 2015 (most recent of 3 filings on file)
Total covered: 60 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,323 | $102,661-36.4% | $151,645-56.9% | $66,949-2.4% |
| Participation rate | 28.8% | 85.5%-56.7pp | 87.5%-58.7pp | 69.8%-41.0pp |
| Annual return | -85.70% | -10.81%-74.9pp | 3.34%-89.0pp | 1.57%-87.3pp |
| Employer contribution / active EE | $9,817 | $4,184+134.6% | $6,165+59.2% | $2,545+285.7% |
| Participant deferral / active EE | $5,348 | $6,645-19.5% | $8,363-36.0% | $4,239+26.2% |
| Admin fee / account holder | $529 | $630-16.1% | $11,614-95.4% | $594-10.9% |