Filed April 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,195 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,648 | $82,188-34.7% | $125,401-57.2% | $64,829-17.2% |
| Participation rate | 97.5% | 77.9%+19.6pp | 82.4%+15.1pp | 71.5%+26.0pp |
| Annual return | -16.45% | 3.50%-19.9pp | 572.53%-589.0pp | 32.85%-49.3pp |
| Employer contribution / active EE | $1,972 | $3,617-45.5% | $4,816-59.1% | $2,507-21.4% |
| Participant deferral / active EE | $8,054 | $7,177+12.2% | $7,448+8.1% | $4,312+86.8% |
| Admin fee / account holder | $22 | $163-86.7% | $10,008-99.8% | $188-88.5% |