Filed June 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,646 | $82,163-16.5% | $125,363-45.2% | $64,814+5.9% |
| Participation rate | 65.8% | 77.9%-12.1pp | 82.4%-16.6pp | 71.5%-5.7pp |
| Annual return | -16.08% | 3.49%-19.6pp | 572.15%-588.2pp | 32.84%-48.9pp |
| Employer contribution / active EE | $3,325 | $3,616-8.1% | $4,815-30.9% | $2,507+32.6% |
| Participant deferral / active EE | $7,924 | $7,175+10.4% | $7,447+6.4% | $4,310+83.8% |
| Admin fee / account holder | $47 | $163-71.4% | $10,005-99.5% | $188-75.1% |