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 | $89,123+99.0% | $102,460+73.1% | $77,762+128.1% |
| Participation rate | 97.4% | 80.9%+16.5pp | 76.5%+20.9pp | 70.6%+26.8pp |
| Annual return | 22.76% | 25.05%-2.3pp | 29.47%-6.7pp | 31.27%-8.5pp |
| Employer contribution / active EE | $6,844 | $2,700+153.5% | $3,025+126.2% | $2,728+150.9% |
| Participant deferral / active EE | $10,224 | $5,148+98.6% | $5,056+102.2% | $4,651+119.8% |
| Admin fee / account holder | $67 | $236-71.4% | $9,460-99.3% | $433-84.4% |