Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,717 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,483 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,174 | $46,292+77.5% | $143,757-42.8% | $64,808+26.8% |
| Participation rate | 90.0% | 64.2%+25.8pp | 80.3%+9.7pp | 71.5%+18.5pp |
| Annual return | -21.48% | -10.05%-11.4pp | -0.04%-21.4pp | 32.82%-54.3pp |
| Employer contribution / active EE | $3,301 | $1,910+72.9% | $4,951-33.3% | $2,506+31.7% |
| Participant deferral / active EE | $4,325 | $2,646+63.5% | $5,637-23.3% | $4,310+0.3% |
| Admin fee / account holder | $84 | $154-45.1% | $14,673-99.4% | $188-55.1% |