Filed December 25, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $21,458 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,885 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $5,766 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,549 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,570 | $144,879-43.0% | $111,319-25.8% | $93,010-11.2% |
| Participation rate | 88.8% | 86.1%+2.7pp | 77.3%+11.5pp | 73.9%+14.9pp |
| Annual return | 14.87% | 18.11%-3.2pp | 54.68%-39.8pp | 158.70%-143.8pp |
| Employer contribution / active EE | $1,205 | $3,052-60.5% | $2,732-55.9% | $2,705-55.5% |
| Participant deferral / active EE | $4,004 | $5,576-28.2% | $4,488-10.8% | $4,561-12.2% |
| Admin fee / account holder | $55 | $104-46.7% | $7,966-99.3% | $152-63.6% |