Filed October 25, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SWBC INVESTMENT ADVISORY SERVICE Service code 27 · EIN 75-1553739 | Advisory (Plan) | $44,373 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,007 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,259 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,391 | $82,202+8.7% | $125,339-28.7% | $64,808+37.9% |
| Participation rate | 98.6% | 77.9%+20.7pp | 82.4%+16.2pp | 71.5%+27.1pp |
| Annual return | -17.87% | 3.48%-21.3pp | 572.05%-589.9pp | 32.82%-50.7pp |
| Employer contribution / active EE | $5,429 | $3,615+50.2% | $4,814+12.8% | $2,506+116.7% |
| Participant deferral / active EE | $6,306 | $7,175-12.1% | $7,446-15.3% | $4,310+46.3% |
| Admin fee / account holder | $96 | $163-41.1% | $10,010-99.0% | $188-48.8% |