Filed October 19, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $439,555 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,664 |
MERCER5 years Service code 16 · EIN 13-2834414 | Consulting | $78,000 |
HARTER SECREST & EMERY LLP4 years Service code 29 · EIN 16-0766172 | Legal | $29,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,853 | $40,984+58.2% | $90,974-28.7% | $93,223-30.4% |
| Participation rate | 40.2% | 59.7%-19.6pp | 69.0%-28.8pp | 74.9%-34.7pp |
| Annual return | 15.09% | 17.56%-2.5pp | 134.60%-119.5pp | 19.29%-4.2pp |
| Employer contribution / active EE | $1,187 | $840+41.3% | $2,122-44.0% | $2,680-55.7% |
| Participant deferral / active EE | $2,342 | $1,856+26.2% | $3,373-30.6% | $4,563-48.7% |
| Admin fee / account holder | $79 | $75+5.6% | $5,961-98.7% | $79+0.2% |