Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,014 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,276 | $64,286-20.2% | $106,387-51.8% | $55,727-8.0% |
| Participation rate | 65.0% | 75.2%-10.2pp | 77.5%-12.4pp | 70.9%-5.8pp |
| Annual return | -1.57% | 0.84%-2.4pp | 0.25%-1.8pp | 244.94%-246.5pp |
| Employer contribution / active EE | $893 | $2,367-62.3% | $3,520-74.6% | $2,078-57.0% |
| Participant deferral / active EE | $2,508 | $4,158-39.7% | $5,421-53.7% | $3,356-25.3% |
| Admin fee / account holder | $20 | $102-80.7% | $7,510-99.7% | $115-82.8% |