Filed February 16, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WHITE OAK GLOBAL ADVISORS, LLC1+ years Filed as: WHITE HORSE ADVISORS, LLC Service code 16 · EIN 11-3695054 | Consulting | $97,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,827 | $99,628+14.3% | $105,218+8.2% | $59,188+92.3% |
| Participation rate | 96.0% | 80.5%+15.6pp | 77.2%+18.8pp | 69.4%+26.6pp |
| Annual return | 3.71% | 3.21%+0.5pp | 5.33%-1.6pp | 5.51%-1.8pp |
| Employer contribution / active EE | $3,234 | $2,454+31.8% | $3,255-0.7% | $2,098+54.1% |
| Participant deferral / active EE | $2,855 | $4,189-31.8% | $4,867-41.3% | $3,265-12.5% |
| Admin fee / account holder | $28 | $62-54.9% | $6,992-99.6% | $92-69.4% |