Filed December 7, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $552,129 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $496,175 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $110,585 |
RVK, INC.1 year Filed as: R. V. KUHNS & ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $81,805 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 18 · EIN 27-4411131 | Custodial (other than securities) | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,178 | $143,368-8.5% | $87,102+50.6% | $89,609+46.4% |
| Participation rate | 56.9% | 88.2%-31.3pp | 76.9%-20.0pp | 69.6%-12.7pp |
| Annual return | 22.00% | 28.55%-6.5pp | 28.19%-6.2pp | 33.65%-11.6pp |
| Employer contribution / active EE | $5,465 | $4,012+36.2% | $2,521+116.7% | $2,584+111.5% |
| Participant deferral / active EE | $8,169 | $7,129+14.6% | $4,048+101.8% | $4,222+93.5% |
| Admin fee / account holder | $89 | $61+45.7% | $7,493-98.8% | $72+23.7% |