Filed September 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $118,856 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,734 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,799 | $142,386+41.7% | $152,473+32.4% | $93,010+117.0% |
| Participation rate | 94.5% | 85.6%+8.9pp | 78.2%+16.3pp | 73.9%+20.6pp |
| Annual return | 32.51% | 18.07%+14.4pp | 757.59%-725.1pp | 158.70%-126.2pp |
| Employer contribution / active EE | $5,525 | $5,485+0.7% | $4,326+27.7% | $2,705+104.2% |
| Participant deferral / active EE | $9,419 | $6,872+37.1% | $5,817+61.9% | $4,561+106.5% |
| Admin fee / account holder | $84 | $108-22.3% | $15,811-99.5% | $152-44.7% |