Filed February 16, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PERSIUM ADVISORS LLC3 years Filed as: PERSIUM ADVISORS, LLC Service code 27 · EIN 11-3695054 | Advisory (Plan) | $90,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,338 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$29,249 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,309 | $164,864-7.0% | $453,569-66.2% | $93,010+64.8% |
| Participation rate | 96.9% | 84.2%+12.7pp | 78.0%+18.9pp | 73.9%+23.0pp |
| Annual return | 22.78% | 17.89%+4.9pp | 64.43%-41.7pp | 158.70%-135.9pp |
| Employer contribution / active EE | $5,039 | $3,519+43.2% | $4,072+23.8% | $2,705+86.3% |
| Participant deferral / active EE | $5,399 | $5,690-5.1% | $6,211-13.1% | $4,561+18.4% |
| Admin fee / account holder | $28 | $104-73.4% | $11,214-99.8% | $152-81.7% |