Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,964 |
MEKETA INVESTMENT GROUP4 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $81,250 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,272 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $43,462 | $68,110-36.2% | $155,556-72.1% | $99,313-56.2% |
| Participation rate | 94.2% | 67.8%+26.4pp | 78.2%+16.0pp | 71.7%+22.5pp |
| Annual return | 16.02% | 16.16%-0.1pp | 64.84%-48.8pp | 17.67%-1.6pp |
| Employer contribution / active EE | $1,937 | $2,291-15.4% | $4,675-58.6% | $3,264-40.7% |
| Participant deferral / active EE | $5,428 | $3,865+40.5% | $5,631-3.6% | $5,346+1.5% |
| Admin fee / account holder | $23 | $94-75.3% | $15,885-99.9% | $109-78.7% |