Filed November 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,745 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD ADVISORS,LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $6,180 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $340,936-100.0% | - | $340,936-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 31.0%-31.0pp |
| Annual return | 0.35% | 17.04%-16.7pp | 15.15%-14.8pp | 14.18%-13.8pp |
| Employer contribution / active EE | $0 | $20,481-100.0% | $16,134-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $50-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $17,688-100.0% | - | $17,688-100.0% |