Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,590 |
THE PARTNERS GROUP1 year Service code 16 · EIN 20-5282002 | Consulting | $34,750 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,361 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,129 | $49,468+110.5% | $150,298-30.7% | $103,975+0.1% |
| Participation rate | 86.7% | 58.1%+28.5pp | 77.8%+8.9pp | 72.5%+14.1pp |
| Annual return | 17.48% | 38.98%-21.5pp | 62.79%-45.3pp | 19.41%-1.9pp |
| Employer contribution / active EE | $2,709 | $1,670+62.3% | $4,154-34.8% | $3,722-27.2% |
| Participant deferral / active EE | $4,482 | $2,650+69.1% | $5,453-17.8% | $5,343-16.1% |
| Admin fee / account holder | $79 | $385-79.4% | $14,116-99.4% | $332-76.1% |