Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $488,628 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,981 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,525 | $69,238+45.2% | $185,854-45.9% | $101,555-1.0% |
| Participation rate | 73.2% | 73.5%-0.3pp | 81.7%-8.5pp | 74.5%-1.3pp |
| Annual return | 14.31% | 21.26%-7.0pp | 122.12%-107.8pp | 21.00%-6.7pp |
| Employer contribution / active EE | $3,871 | $2,104+84.0% | $5,169-25.1% | $2,972+30.3% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,569-100.0% | $4,874-100.0% |
| Admin fee / account holder | $79 | $66+18.7% | $16,246-99.5% | $139-43.6% |