Filed February 16, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WHITE OAK GLOBAL ADVISORS, LLC4+ years Filed as: WHITE HORSE ADVISORS, LLC Service code 16 · EIN 11-3695054 | Consulting | $90,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,569 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$47,707 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,396 | $118,101-7.4% | $106,387+2.8% | $75,289+45.3% |
| Participation rate | 97.8% | 81.4%+16.4pp | 77.5%+20.3pp | 72.4%+25.4pp |
| Annual return | -5.89% | -2.42%-3.5pp | 0.25%-6.1pp | -0.04%-5.8pp |
| Employer contribution / active EE | $4,032 | $2,880+40.0% | $3,520+14.6% | $2,405+67.7% |
| Participant deferral / active EE | $3,872 | $4,681-17.3% | $5,421-28.6% | $3,739+3.6% |
| Admin fee / account holder | $13 | $85-84.8% | $7,510-99.8% | $102-87.5% |