Filed September 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $192,882 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $28,367 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,627 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,924 | $108,592-45.7% | $129,110-54.4% | $77,906-24.4% |
| Participation rate | 97.4% | 84.8%+12.6pp | 77.3%+20.2pp | 73.7%+23.7pp |
| Annual return | -16.61% | -13.72%-2.9pp | -10.94%-5.7pp | 12.16%-28.8pp |
| Employer contribution / active EE | $6,331 | $5,713+10.8% | $5,052+25.3% | $2,846+122.4% |
| Participant deferral / active EE | $7,593 | $7,051+7.7% | $6,542+16.1% | $4,805+58.0% |
| Admin fee / account holder | $164 | $91+79.2% | $14,302-98.9% | $133+23.4% |