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 | $122,585+59.0% | $184,256+5.8% | $200,096-2.6% |
| Participation rate | 98.3% | 86.9%+11.4pp | 86.8%+11.5pp | 72.0%+26.3pp |
| Annual return | 18.60% | 144.12%-125.5pp | 28.85%-10.2pp | 34.26%-15.7pp |
| Employer contribution / active EE | $7,872 | $4,571+72.2% | $6,427+22.5% | $3,038+159.2% |
| Participant deferral / active EE | $9,383 | $7,972+17.7% | $9,133+2.7% | $5,090+84.3% |
| Admin fee / account holder | $52 | $120-57.1% | $13,899-99.6% | $269-80.9% |