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 | $203,375 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $143,312 |
NEPC, LLC3 years Service code 16 · EIN 26-1429809 | Consulting | $73,473 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,646 | $104,544+190.4% | $96,564+214.5% | $80,187+278.7% |
| Participation rate | 92.6% | 86.4%+6.2pp | 76.0%+16.6pp | 72.9%+19.6pp |
| Annual return | 29.88% | 21.79%+8.1pp | 25.89%+4.0pp | 40.40%-10.5pp |
| Employer contribution / active EE | $12,620 | $3,527+257.8% | $2,967+325.4% | $2,980+323.5% |
| Participant deferral / active EE | $10,233 | $6,170+65.8% | $4,852+110.9% | $5,016+104.0% |
| Admin fee / account holder | $78 | $107-26.7% | $8,256-99.1% | $145-46.0% |