Filed September 21, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $259,732 |
CAP FINANCIAL PARTNERS, LLC3 years Service code 16 · EIN 26-0058143 | Consulting | $30,407 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$423,947 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,133 | $58,202+53.1% | $172,739-48.4% | $89,569-0.5% |
| Participation rate | 70.2% | 72.8%-2.6pp | 82.6%-12.4pp | 69.6%+0.6pp |
| Annual return | 23.10% | 61.59%-38.5pp | 802.84%-779.7pp | 34.56%-11.5pp |
| Employer contribution / active EE | $2,452 | $1,759+39.4% | $5,143-52.3% | $2,584-5.1% |
| Participant deferral / active EE | $3,169 | $3,335-5.0% | $5,198-39.0% | $4,220-24.9% |
| Admin fee / account holder | $39 | $53-24.8% | $13,954-99.7% | $72-44.9% |