Filed December 4, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $116,810 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $74,840 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,538 |
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 | $123,610 | $53,204+132.3% | $155,556-20.5% | $200,096-38.2% |
| Participation rate | 98.1% | 64.1%+34.0pp | 78.2%+19.9pp | 72.0%+26.1pp |
| Annual return | 12.71% | 41.02%-28.3pp | 64.84%-52.1pp | 34.26%-21.6pp |
| Employer contribution / active EE | $3,770 | $1,850+103.8% | $4,675-19.4% | $3,038+24.1% |
| Participant deferral / active EE | $6,772 | $3,163+114.1% | $5,631+20.3% | $5,090+33.1% |
| Admin fee / account holder | $104 | $186-44.0% | $15,885-99.3% | $269-61.4% |