Filed April 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,262 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,694 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,685 | $104,336-35.1% | $159,487-57.6% | $86,821-22.0% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.8%+15.9pp | 72.3%+26.5pp |
| Annual return | 20.57% | 26.32%-5.8pp | 263.71%-243.1pp | 97.94%-77.4pp |
| Employer contribution / active EE | $1,899 | $3,451-45.0% | $4,831-60.7% | $2,406-21.1% |
| Participant deferral / active EE | $7,930 | $6,837+16.0% | $7,354+7.8% | $4,132+91.9% |
| Admin fee / account holder | $19 | $172-89.1% | $10,804-99.8% | $170-88.9% |