Filed December 6, 2016
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $575,623 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $406,209 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,543 | $96,261+59.5% | $76,768+100.0% | $68,904+122.8% |
| Participation rate | 99.1% | 87.0%+12.2pp | 77.0%+22.2pp | 74.1%+25.0pp |
| Annual return | -5.44% | -0.85%-4.6pp | 2.43%-7.9pp | 1.07%-6.5pp |
| Employer contribution / active EE | $6,080 | $3,303+84.1% | $2,485+144.7% | $2,540+139.4% |
| Participant deferral / active EE | $11,314 | $5,537+104.3% | $3,852+193.7% | $4,015+181.8% |
| Admin fee / account holder | $75 | $73+2.9% | $6,676-98.9% | $71+5.1% |