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 | $602,941 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $230,453 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $34,628 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,083 | $171,796-37.7% | $111,319-3.8% | $106,520+0.5% |
| Participation rate | 72.7% | 88.6%-15.9pp | 77.3%-4.6pp | 71.3%+1.4pp |
| Annual return | 17.80% | 18.62%-0.8pp | 54.68%-36.9pp | 19.28%-1.5pp |
| Employer contribution / active EE | $255 | $4,687-94.6% | $2,732-90.7% | $2,840-91.0% |
| Participant deferral / active EE | $4,613 | $7,845-41.2% | $4,488+2.8% | $4,948-6.8% |
| Admin fee / account holder | $73 | $69+5.6% | $7,966-99.1% | $75-1.7% |