Filed May 2, 2017 (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) | $13,196 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,200 |
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 | $160,186 | $63,905+150.7% | $74,184+115.9% | $57,658+177.8% |
| Participation rate | 99.0% | 79.8%+19.3pp | 76.6%+22.4pp | 70.2%+28.8pp |
| Annual return | 7.72% | 60.60%-52.9pp | 17.74%-10.0pp | 5.13%+2.6pp |
| Employer contribution / active EE | $3,926 | $1,840+113.3% | $2,370+65.6% | $1,974+98.9% |
| Participant deferral / active EE | $8,023 | $3,448+132.7% | $3,550+126.0% | $3,061+162.1% |
| Admin fee / account holder | $36 | $91-60.4% | $5,586-99.4% | $95-61.8% |