Filed December 9, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,843 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $112 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,261 | $52,188-78.4% | $86,656-87.0% | $74,473-84.9% |
| Participation rate | 26.2% | 66.3%-40.1pp | 71.7%-45.5pp | 70.7%-44.5pp |
| Annual return | 20.92% | 44.46%-23.5pp | 593.09%-572.2pp | 34.36%-13.4pp |
| Employer contribution / active EE | $481 | $2,282-78.9% | $3,025-84.1% | $2,638-81.8% |
| Participant deferral / active EE | $694 | $3,383-79.5% | $4,439-84.4% | $4,530-84.7% |
| Admin fee / account holder | $89 | $319-72.1% | $5,619-98.4% | $347-74.4% |