Filed February 16, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PERSIUM ADVISORS LLC2 years Filed as: PERSIUM ADVISORS, LLC Service code 27 · EIN 11-3695054 | Advisory (Plan) | $90,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,599 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$36,432 |
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 | $132,118 | $143,525-7.9% | $379,746-65.2% | $90,274+46.4% |
| Participation rate | 99.6% | 82.9%+16.7pp | 78.4%+21.2pp | 73.4%+26.2pp |
| Annual return | 6.82% | 18.97%-12.1pp | 34.90%-28.1pp | 53.97%-47.2pp |
| Employer contribution / active EE | $4,961 | $3,201+55.0% | $3,540+40.1% | $2,523+96.6% |
| Participant deferral / active EE | $4,985 | $5,231-4.7% | $6,024-17.2% | $4,231+17.8% |
| Admin fee / account holder | $22 | $100-78.5% | $7,927-99.7% | $114-81.1% |