Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $119,670 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,101 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,123 | $88,730+131.2% | $82,312+149.2% | $77,958+163.1% |
| Participation rate | 94.9% | 84.5%+10.4pp | 76.9%+18.1pp | 71.6%+23.3pp |
| Annual return | 16.59% | 20.88%-4.3pp | 25.88%-9.3pp | 20.87%-4.3pp |
| Employer contribution / active EE | $10,239 | $2,758+271.2% | $2,428+321.6% | $2,310+343.1% |
| Participant deferral / active EE | $7,326 | $4,634+58.1% | $3,706+97.7% | $3,537+107.2% |
| Admin fee / account holder | $25 | $74-66.0% | $5,608-99.6% | $97-74.1% |