Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,107 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,371 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,210 | $185,342-79.9% | $111,297-66.6% | $86,799-57.1% |
| Participation rate | 89.3% | 81.0%+8.3pp | 77.3%+11.9pp | 72.3%+17.0pp |
| Annual return | 14.61% | 500.80%-486.2pp | 54.65%-40.0pp | 97.91%-83.3pp |
| Employer contribution / active EE | $833 | $2,246-62.9% | $2,731-69.5% | $2,405-65.4% |
| Participant deferral / active EE | $700 | $4,458-84.3% | $4,487-84.4% | $4,131-83.0% |
| Admin fee / account holder | $41 | $255-83.8% | $7,964-99.5% | $170-75.5% |