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 | $261,171 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161,219 |
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $104,921 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,477 | $130,052+88.0% | $86,717+181.9% | $77,906+213.8% |
| Participation rate | 89.4% | 85.9%+3.5pp | 76.6%+12.8pp | 73.7%+15.7pp |
| Annual return | -11.09% | -12.73%+1.6pp | 35.97%-47.1pp | 12.16%-23.2pp |
| Employer contribution / active EE | $11,270 | $3,214+250.7% | $2,837+297.2% | $2,846+296.0% |
| Participant deferral / active EE | $9,031 | $5,741+57.3% | $4,657+93.9% | $4,805+87.9% |
| Admin fee / account holder | $97 | $132-26.7% | $7,494-98.7% | $133-27.1% |