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 | $24,326 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,874 |
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 | $212,075 | $79,519+166.7% | $95,960+121.0% | $73,412+188.9% |
| Participation rate | 97.8% | 81.2%+16.6pp | 77.1%+20.7pp | 72.2%+25.6pp |
| Annual return | 22.86% | 19.20%+3.7pp | 91.63%-68.8pp | 59.30%-36.4pp |
| Employer contribution / active EE | $5,447 | $2,048+166.0% | $2,541+114.3% | $2,234+143.8% |
| Participant deferral / active EE | $10,594 | $4,138+156.0% | $4,167+154.2% | $3,806+178.4% |
| Admin fee / account holder | $103 | $184-44.2% | $6,797-98.5% | $158-34.9% |