Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,951 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,998 |
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 | $78,846 | $88,324-10.7% | $115,038-31.5% | $55,191+42.9% |
| Participation rate | 90.7% | 72.5%+18.1pp | 81.4%+9.3pp | 69.2%+21.5pp |
| Annual return | -0.74% | 6.30%-7.0pp | 26.14%-26.9pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,475 | $2,805-11.8% | $4,608-46.3% | $1,899+30.3% |
| Participant deferral / active EE | $8,202 | $5,042+62.7% | $6,026+36.1% | $3,046+169.2% |
| Admin fee / account holder | $9 | $105-91.3% | $8,175-99.9% | $91-89.9% |