Filed August 8, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,396 |
PRECEPT ADVISORY GROUP6 years Filed as: PRECEPT Service code 16 · EIN 93-0959770 | Consulting | $87,500 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $54,164 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,688 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,982 | $104,544+109.5% | $96,564+126.8% | $80,187+173.1% |
| Participation rate | 87.4% | 86.4%+1.0pp | 76.0%+11.4pp | 72.9%+14.4pp |
| Annual return | 24.36% | 21.79%+2.6pp | 25.89%-1.5pp | 40.40%-16.0pp |
| Employer contribution / active EE | $4,549 | $3,527+29.0% | $2,967+53.3% | $2,980+52.7% |
| Participant deferral / active EE | $10,518 | $6,170+70.5% | $4,852+116.8% | $5,016+109.7% |
| Admin fee / account holder | $96 | $107-10.4% | $8,256-98.8% | $145-33.9% |