Filed February 16, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $77,249 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,242 |
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 | $96,261 | $63,905+50.6% | $74,184+29.8% | $57,658+67.0% |
| Participation rate | 82.2% | 79.8%+2.4pp | 76.6%+5.6pp | 70.2%+11.9pp |
| Annual return | 9.97% | 60.60%-50.6pp | 17.74%-7.8pp | 5.13%+4.8pp |
| Employer contribution / active EE | $2,845 | $1,840+54.6% | $2,370+20.0% | $1,974+44.1% |
| Participant deferral / active EE | $6,277 | $3,448+82.0% | $3,550+76.8% | $3,061+105.1% |
| Admin fee / account holder | $139 | $91+52.9% | $5,586-97.5% | $95+47.3% |