Filed March 9, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $151,332 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $86,906 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,271 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,925 | $122,695+58.9% | $184,185+5.8% | $199,874-2.5% |
| Participation rate | 98.3% | 87.0%+11.3pp | 86.8%+11.5pp | 72.0%+26.3pp |
| Annual return | 18.60% | 143.93%-125.3pp | 28.81%-10.2pp | 34.28%-15.7pp |
| Employer contribution / active EE | $7,872 | $4,581+71.9% | $6,426+22.5% | $3,036+159.3% |
| Participant deferral / active EE | $9,383 | $7,983+17.5% | $9,132+2.7% | $5,090+84.3% |
| Admin fee / account holder | $52 | $120-57.2% | $13,909-99.6% | $269-80.9% |