Filed July 6, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,038 |
JANNEY MONTGOMERY SCOTT LLC3 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $24,985 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,194 |
KEITER1 year Service code 10 · EIN 54-1631262 | Accounting | $16,858 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,289 | $40,386+79.0% | $80,607-10.3% | $74,440-2.9% |
| Participation rate | 87.7% | 47.4%+40.3pp | 67.0%+20.7pp | 70.7%+17.0pp |
| Annual return | 19.73% | 165.00%-145.3pp | 936.11%-916.4pp | 34.37%-14.6pp |
| Employer contribution / active EE | $1,791 | $1,496+19.7% | $2,724-34.3% | $2,638-32.1% |
| Participant deferral / active EE | $8,224 | $2,670+208.1% | $4,448+84.9% | $4,529+81.6% |
| Admin fee / account holder | $114 | $720-84.1% | $5,379-97.9% | $348-67.1% |