Filed December 7, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $468,028 |
Service code 37 · EIN 04-2647786 | Loan Processing | $429,890 |
RVK, INC.2 years Filed as: R.V. KUHNS & ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $121,298 |
SEYFARTH SHAW LLP5 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $93,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,919 | $134,619+15.8% | $111,297+40.1% | $101,517+53.6% |
| Participation rate | 96.6% | 89.0%+7.6pp | 77.3%+19.3pp | 74.6%+22.0pp |
| Annual return | 14.98% | 17.96%-3.0pp | 54.65%-39.7pp | 21.00%-6.0pp |
| Employer contribution / active EE | $5,813 | $3,829+51.8% | $2,731+112.8% | $2,973+95.5% |
| Participant deferral / active EE | $8,402 | $6,572+27.8% | $4,487+87.2% | $4,873+72.4% |
| Admin fee / account holder | $94 | $86+9.4% | $7,964-98.8% | $139-32.3% |