Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,627 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,394 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,565 | $100,801+15.6% | $149,751-22.2% | $73,415+58.8% |
| Participation rate | 92.9% | 77.7%+15.2pp | 82.5%+10.4pp | 72.2%+20.7pp |
| Annual return | 18.04% | 265.34%-247.3pp | 276.71%-258.7pp | 59.30%-41.3pp |
| Employer contribution / active EE | $762 | $3,312-77.0% | $4,646-83.6% | $2,234-65.9% |
| Participant deferral / active EE | $9,799 | $6,404+53.0% | $6,843+43.2% | $3,806+157.5% |
| Admin fee / account holder | $30 | $181-83.2% | $9,312-99.7% | $158-80.8% |