Filed October 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,931 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,171 |
MMA SECURITIES LLC1 year Service code 16 · EIN 22-3570392 | Consulting | $8,780 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,823 | $110,258-49.4% | $102,460-45.5% | $200,096-72.1% |
| Participation rate | 36.5% | 86.3%-49.8pp | 76.5%-40.0pp | 72.0%-35.5pp |
| Annual return | 11.59% | 35.78%-24.2pp | 29.47%-17.9pp | 34.26%-22.7pp |
| Employer contribution / active EE | $525 | $3,605-85.4% | $3,025-82.7% | $3,038-82.7% |
| Participant deferral / active EE | $1,079 | $6,377-83.1% | $5,056-78.7% | $5,090-78.8% |
| Admin fee / account holder | $145 | $122+18.7% | $9,460-98.5% | $269-46.1% |