Filed December 7, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,806 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $33,877 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,830 |
RVK, INC.3+ years Filed as: R.V. KUHNS AND ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $13,954 |
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $6,146 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,026 | $65,118-20.1% | $76,768-32.2% | $55,727-6.6% |
| Participation rate | 92.0% | 79.6%+12.4pp | 77.0%+15.0pp | 70.9%+21.1pp |
| Annual return | -1.74% | -1.27%-0.5pp | 2.43%-4.2pp | 244.94%-246.7pp |
| Employer contribution / active EE | $3,596 | $1,941+85.3% | $2,485+44.7% | $2,078+73.0% |
| Participant deferral / active EE | $3,296 | $3,688-10.6% | $3,852-14.4% | $3,356-1.8% |
| Admin fee / account holder | $115 | $116-1.0% | $6,676-98.3% | $115-0.4% |