Filed December 6, 2016
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $586,405 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $450,036 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,171 | $164,350+21.8% | $95,968+108.6% | $106,273+88.4% |
| Participation rate | 99.1% | 90.5%+8.6pp | 77.1%+22.0pp | 70.8%+28.3pp |
| Annual return | 25.41% | 14.56%+10.8pp | 91.65%-66.2pp | 21.70%+3.7pp |
| Employer contribution / active EE | $6,587 | $4,292+53.5% | $2,542+159.2% | $2,722+142.0% |
| Participant deferral / active EE | $12,607 | $7,854+60.5% | $4,167+202.6% | $4,601+174.0% |
| Admin fee / account holder | $67 | $65+3.0% | $6,798-99.0% | $78-13.9% |