Filed May 2, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,785 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,904 |
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 | $190,469 | $73,404+159.5% | $87,102+118.7% | $67,579+181.8% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.9%+21.1pp | 71.3%+26.7pp |
| Annual return | 26.85% | 48.29%-21.4pp | 28.19%-1.3pp | 378.56%-351.7pp |
| Employer contribution / active EE | $5,585 | $2,014+177.3% | $2,521+121.5% | $2,148+160.1% |
| Participant deferral / active EE | $10,387 | $3,913+165.5% | $4,048+156.6% | $3,539+193.5% |
| Admin fee / account holder | $114 | $142-19.3% | $7,491-98.5% | $142-19.7% |