Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,298 |
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 | $95,746 | $155,795-38.5% | $136,298-29.8% | $69,634+37.5% |
| Participation rate | 94.6% | 75.2%+19.3pp | 81.9%+12.7pp | 70.7%+23.9pp |
| Annual return | 18.95% | 232464.33%-232445.4pp | 5156.27%-5137.3pp | 27572.26%-27553.3pp |
| Employer contribution / active EE | $1,841 | $2,991-38.4% | $4,696-60.8% | $2,032-9.4% |
| Participant deferral / active EE | $9,459 | $5,394+75.4% | $6,247+51.4% | $3,224+193.4% |
| Admin fee / account holder | $18 | $128-86.1% | $9,244-99.8% | $110-83.9% |