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 | $3,678 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $788 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,201 | $65,118-61.3% | $76,768-67.2% | $55,727-54.8% |
| Participation rate | 91.4% | 79.6%+11.8pp | 77.0%+14.4pp | 70.9%+20.6pp |
| Annual return | -11.88% | -1.27%-10.6pp | 2.43%-14.3pp | 244.94%-256.8pp |
| Employer contribution / active EE | $948 | $1,941-51.2% | $2,485-61.8% | $2,078-54.4% |
| Participant deferral / active EE | $780 | $3,688-78.9% | $3,852-79.7% | $3,356-76.8% |
| Admin fee / account holder | $10 | $116-91.3% | $6,676-99.8% | $115-91.2% |