Filed September 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,096 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,323 |
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY & CO. Service code 27 · EIN 03-0327374 | Advisory (Plan) | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,138 | $47,180+61.4% | $149,723-49.1% | $74,473+2.2% |
| Participation rate | 77.2% | 63.4%+13.8pp | 78.8%-1.5pp | 70.7%+6.5pp |
| Annual return | 19.35% | 22.75%-3.4pp | 134.50%-115.1pp | 34.36%-15.0pp |
| Employer contribution / active EE | $2,114 | $1,907+10.9% | $4,821-56.1% | $2,638-19.9% |
| Participant deferral / active EE | $3,631 | $2,730+33.0% | $5,682-36.1% | $4,530-19.8% |
| Admin fee / account holder | $132 | $343-61.6% | $13,215-99.0% | $347-62.0% |