Filed June 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,310 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,732 | $100,801-35.8% | $149,696-56.8% | $73,409-11.8% |
| Participation rate | 68.6% | 77.7%-9.1pp | 82.5%-13.8pp | 72.2%-3.5pp |
| Annual return | 22.79% | 265.34%-242.5pp | 276.60%-253.8pp | 59.29%-36.5pp |
| Employer contribution / active EE | $2,715 | $3,312-18.0% | $4,644-41.5% | $2,234+21.5% |
| Participant deferral / active EE | $6,322 | $6,404-1.3% | $6,842-7.6% | $3,805+66.1% |
| Admin fee / account holder | $32 | $181-82.2% | $9,309-99.7% | $158-79.6% |