Filed September 21, 2015 (most recent of 3 filings on file)
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| 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,481 | $66,513+49.6% | $178,490-44.3% | $106,222-6.3% |
| Participation rate | 71.8% | 73.8%-1.9pp | 81.9%-10.1pp | 70.8%+1.0pp |
| Annual return | 16.66% | 21.81%-5.2pp | 151.07%-134.4pp | 21.69%-5.0pp |
| Employer contribution / active EE | $2,576 | $1,776+45.1% | $5,011-48.6% | $2,723-5.4% |
| Participant deferral / active EE | $3,501 | $3,679-4.8% | $5,202-32.7% | $4,600-23.9% |
| Admin fee / account holder | $39 | $53-26.2% | $13,984-99.7% | $78-49.7% |