Filed February 16, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PERSIUM ADVISORS LLC1 year Service code 27 · EIN 11-3695054 | Advisory (Plan) | $82,500 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,064 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$32,172 |
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 | $131,208 | $136,853-4.1% | $130,298+0.7% | $80,187+63.6% |
| Participation rate | 97.2% | 81.6%+15.6pp | 76.3%+21.0pp | 72.9%+24.3pp |
| Annual return | 13.67% | 22.66%-9.0pp | 38.90%-25.2pp | 40.40%-26.7pp |
| Employer contribution / active EE | $5,595 | $3,395+64.8% | $4,128+35.5% | $2,980+87.8% |
| Participant deferral / active EE | $5,894 | $5,856+0.6% | $6,790-13.2% | $5,016+17.5% |
| Admin fee / account holder | $30 | $184-83.7% | $6,025-99.5% | $145-79.4% |