Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $173,236 |
Service code 37 · EIN 04-2647786 | Loan Processing | $171,924 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,705 | $143,368-41.6% | $87,102-3.9% | $89,609-6.6% |
| Participation rate | 70.5% | 88.2%-17.8pp | 76.9%-6.4pp | 69.6%+0.9pp |
| Annual return | 18.26% | 28.55%-10.3pp | 28.19%-9.9pp | 33.65%-15.4pp |
| Employer contribution / active EE | $232 | $4,012-94.2% | $2,521-90.8% | $2,584-91.0% |
| Participant deferral / active EE | $3,769 | $7,129-47.1% | $4,048-6.9% | $4,222-10.7% |
| Admin fee / account holder | $28 | $61-54.1% | $7,493-99.6% | $72-61.1% |