Filed February 16, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PERSIUM ADVISORS LLC1 year Filed as: PERSIUM ADVISORS, LLC Service code 49 · EIN 11-3695054 | Other Services | $90,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,668 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$43,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,063 | $127,218-6.4% | $392,568-69.7% | $77,775+53.1% |
| Participation rate | 99.6% | 82.0%+17.6pp | 78.1%+21.5pp | 73.2%+26.4pp |
| Annual return | 17.99% | 25.27%-7.3pp | 24.42%-6.4pp | 32.58%-14.6pp |
| Employer contribution / active EE | $4,218 | $3,064+37.7% | $3,783+11.5% | $2,504+68.5% |
| Participant deferral / active EE | $4,249 | $4,820-11.8% | $5,985-29.0% | $3,966+7.1% |
| Admin fee / account holder | $16 | $89-81.6% | $6,260-99.7% | $100-83.7% |