Filed December 7, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $292,459 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $241,902 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $96,158 |
RVK, INC.2+ years Filed as: RV KUHNS & ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $75,504 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $12,062 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,934 | $100,921+49.6% | $82,312+83.4% | $177,276-14.9% |
| Participation rate | 81.4% | 86.9%-5.6pp | 76.9%+4.5pp | 74.8%+6.5pp |
| Annual return | 26.44% | 20.33%+6.1pp | 25.88%+0.6pp | 21.25%+5.2pp |
| Employer contribution / active EE | $4,879 | $3,145+55.1% | $2,428+100.9% | $2,479+96.8% |
| Participant deferral / active EE | $7,074 | $5,192+36.3% | $3,706+90.9% | $3,881+82.3% |
| Admin fee / account holder | $61 | $64-5.6% | $5,608-98.9% | $154-60.7% |