Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,713 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $9,298 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,640 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,312 | $69,238-62.0% | $185,854-85.8% | $101,555-74.1% |
| Participation rate | 69.0% | 73.5%-4.5pp | 81.7%-12.7pp | 74.5%-5.5pp |
| Annual return | 14.17% | 21.26%-7.1pp | 122.12%-107.9pp | 21.00%-6.8pp |
| Employer contribution / active EE | $1,010 | $2,104-52.0% | $5,169-80.5% | $2,972-66.0% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,569-100.0% | $4,874-100.0% |
| Admin fee / account holder | $4 | $66-94.7% | $16,246-100.0% | $139-97.5% |