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 | $84,210 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,466 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,463 | $99,201+1.3% | $96,544+4.1% | $74,473+34.9% |
| Participation rate | 90.5% | 80.7%+9.8pp | 76.0%+14.5pp | 70.7%+19.7pp |
| Annual return | 16.60% | 22.40%-5.8pp | 25.88%-9.3pp | 34.36%-17.8pp |
| Employer contribution / active EE | $3,258 | $2,570+26.7% | $2,966+9.8% | $2,638+23.5% |
| Participant deferral / active EE | $7,137 | $4,938+44.5% | $4,851+47.1% | $4,530+57.6% |
| Admin fee / account holder | $124 | $225-44.9% | $8,254-98.5% | $347-64.3% |