Filed July 14, 2017
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| 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 | $83,436+48.2% | $185,441-33.3% | $83,436+48.2% |
| Participation rate | 96.6% | 73.2%+23.4pp | 80.3%+16.3pp | 73.2%+23.4pp |
| Annual return | 12.83% | 19.34%-6.5pp | 20.16%-7.3pp | 19.34%-6.5pp |
| Employer contribution / active EE | $2,133 | $4,072-47.6% | $4,672-54.4% | $4,072-47.6% |
| Participant deferral / active EE | $7,576 | $3,411+122.1% | $6,152+23.1% | $3,411+122.1% |
| Admin fee / account holder | $109 | $265-58.9% | $17,890-99.4% | $265-58.9% |