Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $142,734 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,225 |
MEKETA INVESTMENT GROUP1 year Service code 27 · EIN 04-2659023 | Advisory (Plan) | $16,250 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,628 | $69,238-51.4% | $185,854-81.9% | $101,555-66.9% |
| Participation rate | 94.7% | 73.5%+21.2pp | 81.7%+13.0pp | 74.5%+20.2pp |
| Annual return | 16.93% | 21.26%-4.3pp | 122.12%-105.2pp | 21.00%-4.1pp |
| Employer contribution / active EE | $2,597 | $2,104+23.4% | $5,169-49.8% | $2,972-12.6% |
| Participant deferral / active EE | $5,046 | $3,764+34.1% | $5,569-9.4% | $4,874+3.5% |
| Admin fee / account holder | $30 | $66-54.1% | $16,246-99.8% | $139-78.2% |