Filed January 16, 2019
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| Provider | Service type | Compensation |
|---|---|---|
6TH STREET ADVISORS, LLC7+ years Service code 28 · EIN 27-5433171 7124 STONE DR, STE B · DAPHNE, AL 36526 | Investment Management | $20,976 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Consulting (general); Participant loa... | $19,457 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,445 | $84,936-55.9% | $111,308-66.4% | $79,391-52.8% |
| Participation rate | 91.6% | 75.9%+15.7pp | 77.3%+14.2pp | 70.7%+20.9pp |
| Annual return | 13.82% | 17.45%-3.6pp | 54.67%-40.8pp | 116.88%-103.1pp |
| Employer contribution / active EE | $886 | $1,979-55.2% | $2,732-67.6% | $2,428-63.5% |
| Participant deferral / active EE | $2,727 | $3,888-29.9% | $4,487-39.2% | $4,046-32.6% |
| Admin fee / account holder | $253 | $537-52.9% | $7,965-96.8% | $627-59.7% |