Filed March 15, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,245 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,069 |
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 | $149,011 | $123,793+20.4% | $177,840-16.2% | $79,852+86.6% |
| Participation rate | 96.5% | 84.7%+11.8pp | 87.7%+8.8pp | 69.6%+26.9pp |
| Annual return | 22.36% | 22.82%-0.5pp | 48.32%-26.0pp | 31.72%-9.4pp |
| Employer contribution / active EE | $6,776 | $4,095+65.5% | $5,919+14.5% | $2,471+174.2% |
| Participant deferral / active EE | $12,033 | $5,956+102.0% | $7,714+56.0% | $3,740+221.7% |
| Admin fee / account holder | $75 | $7,243-99.0% | $12,431-99.4% | $5,306-98.6% |