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 27 · EIN 11-3695054 | Advisory (Plan) | $90,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,977 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$28,449 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,216 | $140,190-18.5% | $115,756-1.3% | $77,906+46.6% |
| Participation rate | 97.3% | 81.0%+16.3pp | 77.1%+20.2pp | 73.7%+23.6pp |
| Annual return | -16.83% | -13.46%-3.4pp | 143.14%-160.0pp | 12.16%-29.0pp |
| Employer contribution / active EE | $5,120 | $3,169+61.6% | $3,793+35.0% | $2,846+79.9% |
| Participant deferral / active EE | $5,311 | $5,401-1.7% | $6,254-15.1% | $4,805+10.5% |
| Admin fee / account holder | $28 | $138-80.1% | $8,124-99.7% | $133-79.2% |