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 | $53,254+78.1% | $155,574-39.0% | $199,921-52.6% |
| Participation rate | 80.6% | 64.1%+16.5pp | 78.2%+2.4pp | 72.0%+8.6pp |
| Annual return | 18.32% | 41.18%-22.9pp | 64.87%-46.5pp | 34.28%-16.0pp |
| Employer contribution / active EE | $2,682 | $1,848+45.2% | $4,676-42.6% | $3,035-11.6% |
| Participant deferral / active EE | $3,604 | $3,165+13.9% | $5,629-36.0% | $5,089-29.2% |
| Admin fee / account holder | $44 | $186-76.5% | $15,914-99.7% | $269-83.8% |