Filed September 13, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $8,244 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,014 |
FID INV INST OPS CO2+ years Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,033 | $74,552+57.0% | $63,018+85.7% | $69,634+68.1% |
| Participation rate | 91.7% | 78.3%+13.4pp | 74.8%+16.9pp | 70.7%+21.0pp |
| Annual return | 12.25% | 15.77%-3.5pp | 87.63%-75.4pp | 27572.26%-27560.0pp |
| Employer contribution / active EE | $6,073 | $2,929+107.3% | $2,761+120.0% | $2,032+198.8% |
| Participant deferral / active EE | $6,398 | $2,974+115.1% | $3,330+92.1% | $3,224+98.5% |
| Admin fee / account holder | $9 | $59-85.1% | $3,601-99.8% | $110-92.0% |