Filed May 2, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,185 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,852 |
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 | $177,394 | $88,982+99.4% | $102,438+73.2% | $77,671+128.4% |
| Participation rate | 97.4% | 80.9%+16.5pp | 76.5%+20.9pp | 70.6%+26.8pp |
| Annual return | 22.76% | 25.01%-2.2pp | 29.37%-6.6pp | 31.21%-8.4pp |
| Employer contribution / active EE | $6,844 | $2,698+153.7% | $3,024+126.4% | $2,726+151.0% |
| Participant deferral / active EE | $10,224 | $5,144+98.8% | $5,054+102.3% | $4,648+120.0% |
| Admin fee / account holder | $67 | $236-71.4% | $9,448-99.3% | $430-84.3% |