Filed September 22, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $100,470 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,590 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,418 | $106,230-21.5% | $147,080-43.3% | $77,736+7.3% |
| Participation rate | 93.9% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.3pp |
| Annual return | 14.55% | 56.91%-42.4pp | 420.17%-405.6pp | 31.26%-16.7pp |
| Employer contribution / active EE | $8,751 | $4,072+114.9% | $4,933+77.4% | $2,728+220.8% |
| Participant deferral / active EE | $18,301 | $8,001+128.7% | $8,066+126.9% | $4,651+293.5% |
| Admin fee / account holder | $118 | $338-65.1% | $12,989-99.1% | $433-72.8% |