Filed December 7, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 35 · EIN 04-2647786 | Recordkeeping fees; Employee (plan sp... | $621,322 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $516,814 |
RVK, INC.1 year Filed as: R.V. KUHNS & ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $67,825 |
SEYFARTH SHAW LLP4 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $56,188 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 18 · EIN 27-4411131 | Custodial (other than securities) | $17,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,864 | $124,049+70.0% | $95,968+119.7% | $93,223+126.2% |
| Participation rate | 0.0% | 88.4%-88.4pp | 77.1%-77.1pp | 74.9%-74.9pp |
| Annual return | -2.01% | 22.17%-24.2pp | 91.65%-93.7pp | 19.29%-21.3pp |
| Employer contribution / active EE | $7,748 | $3,478+122.8% | $2,542+204.8% | $2,680+189.1% |
| Participant deferral / active EE | $10,699 | $6,147+74.1% | $4,167+156.8% | $4,563+134.5% |
| Admin fee / account holder | $161 | $73+121.4% | $6,798-97.6% | $79+103.2% |