Filed September 6, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $251,980 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,909 |
USI CONSULTING GROUP7 years Filed as: USI ADVISORS INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $64,491 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $30,713 |
SHERMAN & HOWARD5 years Service code 29 · EIN 84-0420314 | Legal | $7,133 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,462 | $241,101-50.9% | $103,333+14.6% | $199,593-40.6% |
| Participation rate | 93.1% | 78.3%+14.8pp | 74.5%+18.6pp | 72.0%+21.1pp |
| Annual return | 16.78% | 17.80%-1.0pp | 24.88%-8.1pp | 34.25%-17.5pp |
| Employer contribution / active EE | $6,936 | $4,244+63.4% | $3,868+79.3% | $3,034+128.6% |
| Participant deferral / active EE | $10,052 | $3,958+154.0% | $5,057+98.8% | $5,087+97.6% |
| Admin fee / account holder | $200 | $288-30.4% | $8,355-97.6% | $269-25.5% |