Filed March 15, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,670 |
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 | $118,757 | $109,359+8.6% | $162,171-26.8% | $72,983+62.7% |
| Participation rate | 94.8% | 84.3%+10.6pp | 87.6%+7.3pp | 69.5%+25.3pp |
| Annual return | 21.83% | 25.46%-3.6pp | 115.60%-93.8pp | 81.01%-59.2pp |
| Employer contribution / active EE | $5,525 | $3,907+41.4% | $5,613-1.6% | $2,440+126.5% |
| Participant deferral / active EE | $9,113 | $5,481+66.3% | $7,297+24.9% | $3,608+152.6% |
| Admin fee / account holder | $43 | $7,972-99.5% | $10,843-99.6% | $5,124-99.2% |