Filed January 31, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVOCATES LLC1 year Filed as: STRATEGIC ADVOCATES Service code 27 · EIN 87-1916642 | Advisory (Plan) | $45,536 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,157 | $59,054-37.1% | $97,260-61.8% | $77,736-52.2% |
| Participation rate | 24.2% | 67.9%-43.7pp | 72.7%-48.4pp | 70.6%-46.4pp |
| Annual return | 39.46% | 16.96%+22.5pp | 75.54%-36.1pp | 31.26%+8.2pp |
| Employer contribution / active EE | $594 | $1,742-65.9% | $2,721-78.2% | $2,728-78.2% |
| Participant deferral / active EE | $1,073 | $3,930-72.7% | $4,262-74.8% | $4,651-76.9% |
| Admin fee / account holder | $372 | $346+7.6% | $5,640-93.4% | $433-14.1% |