Filed May 22, 2018 (most recent of 2 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $158,384 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,428 |
CAUSEY DEMGEN & MOORE PC3 years Filed as: CAUSEY DEMGEN & MOORE, P.C. Service code 10 · EIN 84-1158905 | Accounting | $35,900 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $12,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,454 | $96,900-25.2% | $111,392-35.0% | $75,289-3.8% |
| Participation rate | 93.6% | 85.9%+7.6pp | 78.9%+14.7pp | 72.4%+21.1pp |
| Annual return | -8.14% | 1.66%-9.8pp | -2.06%-6.1pp | -0.04%-8.1pp |
| Employer contribution / active EE | $3,362 | $5,520-39.1% | $4,328-22.3% | $2,405+39.8% |
| Participant deferral / active EE | $6,546 | $6,494+0.8% | $5,567+17.6% | $3,739+75.1% |
| Admin fee / account holder | $184 | $105+75.3% | $12,266-98.5% | $102+80.1% |