Filed February 16, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $119,012 |
PERSIUM ADVISORS LLC2 years Service code 27 · EIN 11-3695054 | Advisory (Plan) | $80,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$64,014 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,271 | $148,970+0.9% | $133,698+12.4% | $200,096-24.9% |
| Participation rate | 98.4% | 79.4%+19.0pp | 76.4%+22.0pp | 72.0%+26.4pp |
| Annual return | 16.66% | 27.07%-10.4pp | 580.90%-564.2pp | 34.26%-17.6pp |
| Employer contribution / active EE | $5,832 | $3,561+63.8% | $4,218+38.3% | $3,038+92.0% |
| Participant deferral / active EE | $6,155 | $6,140+0.2% | $7,016-12.3% | $5,090+20.9% |
| Admin fee / account holder | $31 | $144-78.5% | $6,703-99.5% | $269-88.5% |