Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,566 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,148 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,834 | $53,204+78.2% | $155,556-39.0% | $200,096-52.6% |
| Participation rate | 80.6% | 64.1%+16.5pp | 78.2%+2.4pp | 72.0%+8.6pp |
| Annual return | 18.32% | 41.02%-22.7pp | 64.84%-46.5pp | 34.26%-15.9pp |
| Employer contribution / active EE | $2,682 | $1,850+45.0% | $4,675-42.6% | $3,038-11.7% |
| Participant deferral / active EE | $3,604 | $3,163+13.9% | $5,631-36.0% | $5,090-29.2% |
| Admin fee / account holder | $44 | $186-76.6% | $15,885-99.7% | $269-83.8% |