Filed March 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,063 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,709 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,115 | $95,274-3.3% | $135,903-32.2% | $74,419+23.8% |
| Participation rate | 92.4% | 78.2%+14.2pp | 81.9%+10.5pp | 70.7%+21.7pp |
| Annual return | 23.47% | 32.77%-9.3pp | 68.23%-44.8pp | 34.38%-10.9pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $10,165 | $7,782+30.6% | $7,758+31.0% | $4,528+124.5% |
| Admin fee / account holder | $26 | $266-90.3% | $10,762-99.8% | $348-92.6% |