Filed July 14, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,814 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,591 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,651 | $89,670+37.9% | $173,730-28.8% | $89,670+37.9% |
| Participation rate | 96.6% | 71.2%+25.4pp | 79.6%+17.0pp | 71.2%+25.4pp |
| Annual return | 12.83% | 19.66%-6.8pp | 19.96%-7.1pp | 19.66%-6.8pp |
| Employer contribution / active EE | $2,133 | $4,041-47.2% | $4,577-53.4% | $4,041-47.2% |
| Participant deferral / active EE | $7,576 | $3,962+91.2% | $6,326+19.7% | $3,962+91.2% |
| Admin fee / account holder | $109 | $352-69.0% | $17,523-99.4% | $352-69.0% |