Filed August 7, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,909 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$21,156 |
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 | $42,422 | $50,812-16.5% | $155,602-72.7% | $77,692-45.4% |
| Participation rate | 88.5% | 63.1%+25.4pp | 78.2%+10.3pp | 70.6%+18.0pp |
| Annual return | 12.25% | 34.85%-22.6pp | 64.81%-52.6pp | 31.25%-19.0pp |
| Employer contribution / active EE | $2,647 | $1,989+33.1% | $4,675-43.4% | $2,726-2.9% |
| Participant deferral / active EE | $3,900 | $2,822+38.2% | $5,629-30.7% | $4,648-16.1% |
| Admin fee / account holder | $13 | $436-97.1% | $15,923-99.9% | $431-97.0% |