Filed December 4, 2018 (most recent of 2 filings on file)
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| 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 | $53,254+132.1% | $155,574-20.5% | $199,921-38.2% |
| Participation rate | 98.1% | 64.1%+34.0pp | 78.2%+19.9pp | 72.0%+26.1pp |
| Annual return | 12.71% | 41.18%-28.5pp | 64.87%-52.2pp | 34.28%-21.6pp |
| Employer contribution / active EE | $3,770 | $1,848+104.0% | $4,676-19.4% | $3,035+24.2% |
| Participant deferral / active EE | $6,772 | $3,165+114.0% | $5,629+20.3% | $5,089+33.1% |
| Admin fee / account holder | $104 | $186-43.9% | $15,914-99.3% | $269-61.4% |