Filed December 7, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,834 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,145 |
RVK, INC.1+ years Filed as: R.V. KUHNS AND ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $2,678 |
Participant contribution per participant 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 | $53,476 | $80,211-33.3% | $74,184-27.9% | $63,975-16.4% |
| Participation rate | 79.8% | 84.2%-4.4pp | 76.6%+3.1pp | 71.1%+8.6pp |
| Annual return | 0.00% | 14.13%-14.1pp | 17.74%-17.7pp | 48.65%-48.7pp |
| Employer contribution / active EE | $1,495 | $2,553-41.4% | $2,370-36.9% | $2,182-31.5% |
| Participant deferral / active EE | $1,338 | $4,370-69.4% | $3,550-62.3% | $3,356-60.1% |
| Admin fee / account holder | $22 | $67-66.8% | $5,586-99.6% | $70-68.3% |