Filed January 11, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,993 |
Service code 37 · EIN 04-2647786 | Loan Processing | $82,714 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,057 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Contract Administrator | $5,983 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,701 | $130,141+2.7% | $86,677+54.3% | $77,904+71.6% |
| Participation rate | 94.4% | 85.9%+8.4pp | 76.6%+17.8pp | 73.7%+20.7pp |
| Annual return | -2.50% | -12.75%+10.2pp | 35.91%-38.4pp | 12.21%-14.7pp |
| Employer contribution / active EE | $3,174 | $3,220-1.4% | $2,836+11.9% | $2,848+11.5% |
| Participant deferral / active EE | $5,814 | $5,757+1.0% | $4,656+24.9% | $4,806+21.0% |
| Admin fee / account holder | $26 | $132-79.9% | $7,493-99.6% | $133-80.0% |