Filed September 12, 2019 (most recent of 2 filings on file)
Total covered: 947 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,044 | $79,558-57.2% | $115,038-70.4% | $67,505-49.6% |
| Participation rate | 45.9% | 74.3%-28.4pp | 81.4%-35.5pp | 71.2%-25.3pp |
| Annual return | 0.93% | 4.65%-3.7pp | 26.14%-25.2pp | 6.52%-5.6pp |
| Employer contribution / active EE | $572 | $2,529-77.4% | $4,608-87.6% | $2,173-73.7% |
| Participant deferral / active EE | $1,515 | $5,510-72.5% | $6,026-74.9% | $3,597-57.9% |
| Admin fee / account holder | $24 | $60-60.6% | $8,175-99.7% | $56-58.1% |