Filed December 7, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $472,673 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $359,627 |
RVK, INC.3+ years Filed as: RV KUHNS & ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $99,124 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $77,294 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,768 | $127,796-7.1% | $76,768+54.7% | $73,367+61.9% |
| Participation rate | 73.4% | 88.2%-14.8pp | 77.0%-3.6pp | 69.5%+3.9pp |
| Annual return | -0.81% | -2.31%+1.5pp | 2.43%-3.2pp | 173.45%-174.3pp |
| Employer contribution / active EE | $5,578 | $3,931+41.9% | $2,485+124.4% | $2,499+123.2% |
| Participant deferral / active EE | $7,720 | $6,924+11.5% | $3,852+100.4% | $4,033+91.4% |
| Admin fee / account holder | $76 | $66+13.9% | $6,676-98.9% | $68+10.6% |