Filed September 21, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $294,148 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $149,382 |
CAP FINANCIAL PARTNERS, LLC4 years Service code 16 · EIN 26-0058143 | Consulting | $46,106 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 98-1348145 | Consulting | $14,742 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,481 | $66,513+49.6% | $178,510-44.3% | $106,273-6.4% |
| Participation rate | 71.8% | 73.8%-1.9pp | 81.9%-10.1pp | 70.8%+1.0pp |
| Annual return | 16.66% | 21.81%-5.2pp | 151.13%-134.5pp | 21.70%-5.0pp |
| Employer contribution / active EE | $2,576 | $1,776+45.1% | $5,011-48.6% | $2,722-5.4% |
| Participant deferral / active EE | $3,501 | $3,679-4.8% | $5,202-32.7% | $4,601-23.9% |
| Admin fee / account holder | $39 | $53-26.2% | $13,988-99.7% | $78-49.7% |