Filed July 6, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,552 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $24,988 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,002 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,052 | $34,634+76.3% | $77,096-20.8% | $64,819-5.8% |
| Participation rate | 84.0% | 49.8%+34.2pp | 67.9%+16.1pp | 71.5%+12.5pp |
| Annual return | -16.58% | -5.31%-11.3pp | 42.35%-58.9pp | 32.84%-49.4pp |
| Employer contribution / active EE | $2,832 | $1,385+104.4% | $2,814+0.6% | $2,507+13.0% |
| Participant deferral / active EE | $7,536 | $2,553+195.2% | $4,429+70.2% | $4,311+74.8% |
| Admin fee / account holder | $122 | $178-31.7% | $5,428-97.8% | $188-35.1% |