Filings through .
Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $98,640 |
ELEVANCE HEALTH, INC.1+ years Filed as: ELEVANCE HEALTH Service code 14 · EIN 35-2145715 | Plan Administrator | $60,000 |
ORIENTAL BANK1+ years Filed as: ORIENTAL BANK & TRUST Service code 25 · EIN 66-0259436 | Directed Trustee | $45,217 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,507 |
FID INV INST OPS CO1+ years Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.