Filed May 2, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,268 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,581 |
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 | $145,135 | $65,118+122.9% | $76,768+89.1% | $55,725+160.4% |
| Participation rate | 97.8% | 79.6%+18.2pp | 77.0%+20.8pp | 70.9%+26.9pp |
| Annual return | -4.98% | -1.27%-3.7pp | 2.43%-7.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $4,994 | $1,941+157.3% | $2,485+100.9% | $2,078+140.3% |
| Participant deferral / active EE | $9,132 | $3,688+147.6% | $3,852+137.1% | $3,356+172.2% |
| Admin fee / account holder | $121 | $116+4.7% | $6,675-98.2% | $115+5.3% |