Filed April 4, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,804 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $16,767 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $15,623 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,663 | $79,438+75.8% | $106,554+31.1% | $79,395+75.9% |
| Participation rate | 99.4% | 74.2%+25.2pp | 76.1%+23.3pp | 70.7%+28.7pp |
| Annual return | 13.75% | 18.27%-4.5pp | 26.80%-13.1pp | 116.90%-103.2pp |
| Employer contribution / active EE | $2,949 | $2,235+32.0% | $2,819+4.6% | $2,428+21.5% |
| Participant deferral / active EE | $5,948 | $3,824+55.5% | $4,398+35.2% | $4,046+47.0% |
| Admin fee / account holder | $209 | $523-60.0% | $7,408-97.2% | $626-66.6% |