Filed December 7, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,707 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $23,400 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,382 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $11,178 |
RVK, INC.2+ years Filed as: R.V. KUHNS AND ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $10,791 |
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 | $58,086 | $88,730-34.5% | $82,312-29.4% | $77,958-25.5% |
| Participation rate | 71.1% | 84.5%-13.4pp | 76.9%-5.8pp | 71.6%-0.5pp |
| Annual return | 14.53% | 20.88%-6.4pp | 25.88%-11.4pp | 20.87%-6.3pp |
| Employer contribution / active EE | $2,607 | $2,758-5.5% | $2,428+7.4% | $2,310+12.8% |
| Participant deferral / active EE | $2,310 | $4,634-50.2% | $3,706-37.7% | $3,537-34.7% |
| Admin fee / account holder | $87 | $74+18.1% | $5,608-98.4% | $97-10.3% |