Filed December 7, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $147,303 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $113,839 |
RVK, INC.1+ years Filed as: RV KUHNS & ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $18,488 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,786 | $88,581+46.5% | $74,184+75.0% | $65,292+98.8% |
| Participation rate | 95.0% | 86.2%+8.8pp | 76.6%+18.3pp | 72.4%+22.5pp |
| Annual return | 0.00% | 11.72%-11.7pp | 17.74%-17.7pp | 11.84%-11.8pp |
| Employer contribution / active EE | $2,968 | $3,021-1.7% | $2,370+25.2% | $2,302+28.9% |
| Participant deferral / active EE | $3,982 | $4,898-18.7% | $3,550+12.2% | $3,579+11.3% |
| Admin fee / account holder | $25 | $60-57.4% | $5,586-99.5% | $57-55.6% |