Filed December 9, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $98,561 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISERS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,621 |
LPL FINANCIAL3+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $61,345 |
MCSOLEY MCCOY & CO1 year Service code 10 · EIN 03-0032737 | Accounting | $13,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,629 | $48,835+114.2% | $170,435-38.6% | $177,276-41.0% |
| Participation rate | 86.4% | 72.1%+14.3pp | 83.6%+2.8pp | 74.8%+11.5pp |
| Annual return | 18.30% | 19.44%-1.1pp | 205.94%-187.6pp | 21.25%-3.0pp |
| Employer contribution / active EE | $3,793 | $1,798+110.9% | $5,432-30.2% | $2,479+53.0% |
| Participant deferral / active EE | $3,831 | $2,757+38.9% | $4,939-22.4% | $3,881-1.3% |
| Admin fee / account holder | $25 | $52-52.5% | $13,881-99.8% | $154-84.0% |