Filed May 6, 2019 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $45,899 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,422 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 45-5291215 | Advisory (Plan) | $21,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,235 | $44,764+159.7% | $68,791+69.0% | $64,808+79.4% |
| Participation rate | 97.9% | 64.8%+33.1pp | 69.0%+28.9pp | 71.5%+26.4pp |
| Annual return | -15.82% | -10.91%-4.9pp | -6.38%-9.4pp | 32.82%-48.6pp |
| Employer contribution / active EE | $4,633 | $1,775+161.0% | $2,655+74.5% | $2,506+84.9% |
| Participant deferral / active EE | $7,007 | $3,238+116.4% | $3,941+77.8% | $4,310+62.6% |
| Admin fee / account holder | $321 | $151+112.0% | $4,932-93.5% | $188+70.8% |