Filed February 3, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $242,548 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $108,057 |
CALLAN ASSOCIATES7 years Filed as: CALLAN Service code 27 · EIN 94-2192581 | Advisory (Plan) | $81,983 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $34,800 |
NFP RETIREMENT INC10+ years Filed as: NFP RETIREMENT, INC Service code 16 · EIN 33-0905143 | Consulting | $27,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,037 | $110,282+208.3% | $102,434+232.0% | $199,960+70.1% |
| Participation rate | 97.0% | 86.3%+10.7pp | 76.5%+20.5pp | 72.0%+25.0pp |
| Annual return | 17.84% | 35.75%-17.9pp | 29.46%-11.6pp | 34.28%-16.4pp |
| Employer contribution / active EE | $3,521 | $3,603-2.3% | $3,023+16.5% | $3,036+16.0% |
| Participant deferral / active EE | $16,474 | $6,376+158.4% | $5,055+225.9% | $5,087+223.9% |
| Admin fee / account holder | $76 | $122-37.4% | $9,462-99.2% | $269-71.6% |